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SBI Nifty India Consumption Index Fund- Regular Plan- IDCW Payout

SBI · Index Funds
High
₹10.02
Current NAV
25 Jun 2026
24.5%
1Y Return
14.5%
3Y CAGR
14.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹14,100 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.25%) which can affect compounding over long horizons.
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
0.65
Beta
-1.95
Alpha
1.42
Sortino
Fund Details
Fund House SBI
Category Index Funds
AUM ₹14100 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
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