Should I invest in SBI BSE Sensex Index Fund?

We don't give personal investment advice. SBI BSE Sensex Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

SBI

SBI BSE Sensex Index Fund - Direct Plan - Growth

Latest NAV

₹12.8789

As of

17 Jul 2026

779 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.26%	+0.21%	+1.05	32 / 353	Q1
1W	+0.77%	-0.05%	+0.82	34 / 353	Q1
2W	+0.53%	+0.24%	+0.30	54 / 353	Q1
1M	+1.61%	+0.78%	+0.83	70 / 353	Q1
3M	+0.08%	+2.20%	-2.12	309 / 350	Q4
6M	-6.02%	+1.36%	-7.38	317 / 336	Q4
YTD	-7.79%	+0.54%	-8.33	317 / 333	Q4
1Y	-4.32%	+2.69%	-7.01	295 / 318	Q4
2Y	-0.81%	+3.33%	-4.14	174 / 213	Q4
3Y	+6.31%	+10.79%	-4.49	168 / 172	Q4
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+8.32%	+7.52%	+0.80	131 / 353	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.79%	+0.51%	-8.31	315 / 331
2025	+9.43%	+6.05%	+3.39	64 / 260
2024	+9.11%	+14.12%	-5.01	114 / 180
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.83%

27 windows

min -7.5% · max 30.4%

81% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.03%

2 windows

min 6.3% · max 7.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.51%

3-year · annualised

Sharpe ratio

0.03

vs risk-free 6.5%

Sortino ratio

0.05

Downside-only deviation

Max drawdown

-16.09%

Jan 2026 → Mar 2026

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.7579	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8421	17 Jul 2026
SBI Nifty 500 Index Fund- Direct Plan- Growth	SBI	₹9.7251	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹26.0695	17 Jul 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹10.2484	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹15.1935	17 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹253.8112	17 Jul 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹21.2096	17 Jul 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹207.9005	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹10.1392	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹12.8789
16 Jul 2026	₹12.7183
15 Jul 2026	₹12.7181
14 Jul 2026	₹12.6951
13 Jul 2026	₹12.7874
10 Jul 2026	₹12.7799
9 Jul 2026	₹12.6438
8 Jul 2026	₹12.6040
7 Jul 2026	₹12.8794
6 Jul 2026	₹12.8959

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of SBI BSE Sensex Index Fund - Direct Plan - Growth is ₹12.8789. It's a Index Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI BSE Sensex Index Fund - Direct Plan - Growth has NAV history starting from 31 May 2023, a track record of about 3 years 1 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

SBI BSE Sensex Index Fund - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI BSE Sensex Index Fund - Direct Plan - Growth has delivered a absolute return of -4.32% — -7.01 pp behind the Index Fund category average of 2.69%. The fund ranks #295 of 318 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, SBI BSE Sensex Index Fund - Direct Plan - Growth has delivered a CAGR of 6.31% — -4.49 pp behind the Index Fund category average of 10.79%. The fund ranks #168 of 172 in its category — the bottom (Q4) quartile.

SBI BSE Sensex Index Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in SBI BSE Sensex Index Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹120,137 today — a multiplier of 1.20×, based on the 3-year CAGR of 6.31%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in SBI BSE Sensex Index Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹372,925 today. That's an XIRR (money-weighted annualised return) of 2.30%.

SBI BSE Sensex Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹372,925 — XIRR 2.30%.

On a 3-year basis, SBI BSE Sensex Index Fund - Direct Plan - Growth ranks #168 out of 172 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.79%; this fund delivered 6.31%.

The worst peak-to-trough decline SBI BSE Sensex Index Fund - Direct Plan - Growth has experienced over the last 3-year window is 16.09% — its NAV fell from a high on 02 Jan 2026 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, SBI BSE Sensex Index Fund - Direct Plan - Growth averaged 7.03% (best 7.76%, worst 6.31%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.03 — weak risk-adjusted performance.

In calendar year 2025, SBI BSE Sensex Index Fund - Direct Plan - Growth returned 9.43% — beating the Index Fund category average of 6.05% by 3.39 pp. It ranked #64 of 260 in its category that year.

SBI BSE Sensex Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. SBI BSE Sensex Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.