Home Funds SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth

SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth

SBI · Index Funds
High
₹13.89
Current NAV
25 Jun 2026
28.5%
1Y Return
14.5%
3Y CAGR
18.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Very large asset base (AUM: ₹23,100 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.05
Sharpe Ratio
1.25
Beta
-0.95
Alpha
1.42
Sortino
Fund Details
Fund House SBI
Category Index Funds
AUM ₹23100 Cr
Expense Ratio 0.35%
Min SIP ₹500
Min Lumpsum ₹1000
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