SBI Nifty IT Index Fund Direct-Growth
Equity: Sectoral-Technology - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Sectoral-TechnologyBenchmark: NIFTY IT Total Return IndexCheck Portfolio Overlap →
NAV: ₹7.6-2.28%
07 Sept 2026
Tracking Difference
Annualised return gap between SBI Nifty IT Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.32% | - | - | - |
| Avg. of funds with same benchmark | -0.32% | - | - | - |
Rolling Returns Analysis
Rolling annualized returns of SBI Nifty IT Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 27 Feb, 2026 - 07 Sep, 2026 | - | - | - |
| Average returns | -17.42% | - | - | - |
| Standard deviation | 7.19% | - | - | - |
| Best returns | -1.48% 1 year ending on 08 Apr, 2026 | - | - | - |
| Worst returns | -32.55% 1 year ending on 01 Jul, 2026 | - | - | - |
| Period with positive return | 0.00% | - | - | - |
| Period with return > 5% | 0.00% | - | - | - |
| Period with return > 10% | 0.00% | - | - | - |
| Period with return > 15% | 0.00% | - | - | - |
| Beat % Category | 4.55% | - | - | - |
| Beat % Benchmark | 46.21% | - | - | - |
Trailing Returns
Point-to-point returns of SBI Nifty IT Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-20%
-10%
0%
10%
-20.0%
-11.5%
-19.7%
YTD
-5.0%
-2.0%
-4.9%
1 M
0.1%
9.2%
0.4%
6 M
-11.8%
-5.5%
-10.7%
1 Y
6.2%
-0.5%
3 Y
4.9%
-1.0%
5 Y
17.0%
13.3%
10 Y
Fund
Equity: Sectoral-Technology
NIFTY IT Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -19.96% | -4.97% | 0.15% | -11.79% | - | - | - | -16.32% |
| Equity: Sectoral-Technology | -11.52% | -2.01% | 9.21% | -5.52% | 6.25% | 4.94% | 16.98% | - |
| NIFTY IT Total Return Index | -19.74% | -4.92% | 0.40% | -10.70% | -0.49% | -1.01% | 13.33% | - |
| Rank in category | 14 | 18 | 14 | 14 | - | - | - | - |
| Funds in category | 17 | 18 | 17 | 17 | 6 | 2 | 2 | - |
Period Returns
Calendar-year, quarterly and monthly return history of SBI Nifty IT Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of SBI Nifty IT Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of SBI Nifty IT Index Fund Direct-Growth?
SBI Nifty IT Index Fund Direct-Growth has delivered a 1-year return of -11.79% as of 6 Sep 2026. During the same period, its benchmark NIFTY IT Total Return Index returned -10.70%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of SBI Nifty IT Index Fund Direct-Growth?
The 3-year CAGR for SBI Nifty IT Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of SBI Nifty IT Index Fund Direct-Growth?
The 5-year CAGR for SBI Nifty IT Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of SBI Nifty IT Index Fund Direct-Growth since inception?
Since its launch on 26 Feb 2025, SBI Nifty IT Index Fund Direct-Growth has delivered a CAGR of -16.32%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has SBI Nifty IT Index Fund Direct-Growth performed vs its category over the long term?
Category rank for SBI Nifty IT Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of SBI Nifty IT Index Fund Direct-Growth?
The Sharpe ratio of SBI Nifty IT Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of SBI Nifty IT Index Fund Direct-Growth?
The alpha of SBI Nifty IT Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of SBI Nifty IT Index Fund Direct-Growth?
The beta of SBI Nifty IT Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of SBI Nifty IT Index Fund Direct-Growth?
The average 1-year and 3-year rolling returns of SBI Nifty IT Index Fund Direct-Growth is -17.42% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.