SBI Mutual Fund

SBI Nifty IT Index Fund Direct-Growth

Equity: Sectoral-Technology - Growth (Open ended)
SBI Nifty IT Index Fund Direct-GrowthNAV: 7.60 as on 06 Sep, 2026
Risk levelCategoryBenchmark
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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.
Name1 Y3 Y5 Y10 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.
Metric1 Yr Rolling Returns3 Yr Rolling Returns5 Yr Rolling Returns7 Yr Rolling Returns
Analysis period27 Feb, 2026 - 07 Sep, 2026---
Average returns-17.42%---
Standard deviation7.19%---
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 return0.00%---
Period with return > 5%0.00%---
Period with return > 10%0.00%---
Period with return > 15%0.00%---
Beat % Category4.55%---
Beat % Benchmark46.21%---

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
NameYTD1 M6 M1 Y3 Y5 Y10 YSince 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 category14181414----
Funds in category17181717622-

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.