SBI Nifty IT Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is INFOSYS LTD with a portfolio weight of 29.51% .
The fund currently owns more than 12 stocks.
The top 10 holdings account for 100.97% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -15.67% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.26% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Information Technology |
29.51%
|
|
| 2 | Information Technology |
20.49%
|
|
| 3 | Information Technology |
12.04%
|
|
| 4 | Information Technology |
10.95%
|
|
| 5 | IT Consulting & Software |
6.29%
|
|
| 6 | IT Consulting & Software |
6.25%
|
|
| 7 | Information Technology |
5.19%
|
|
| 8 | Information Technology |
4.23%
|
|
| 9 | Information Technology |
3.24%
|
|
| 10 | Information Technology |
2.78%
|
|
| 11 |
1.95%
|
||
| 12 |
-2.92%
|
Minimum Purchase: ₹5,000
Exit Load: For exit on or before 15 days from the date of allotment - 0.25% For exit after 15 days from the date of allotment - Nil
Lock-in: 1
Risk: Moderate Risk
SBI Nifty IT Index Fund - Direct Plan is managed by SBI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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