SBI BSE Sensex Index Fund Direct Growth

Scheme code: INF200KA16Y4 NAV value: ₹ 12.1701 NAV date: 19 March, 2026 TER: 0.20%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.46	31.40	9.13	11.53	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	11.53
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	11.53
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	11.53
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	11.53
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,57,680 - Absolute Returns: ₹57,680 - CAGR: %

Max Drawdown

-14.80 %

Drawdown Duration

5 months

Recovery Time

9 months

Avg Drawdown

-3.59 %

1 Y

0.7793

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.49	0.98	97.6	99.5	2.55 %	4.00 %
3 years	-0.76	0.99	98.4	99.4	7.40 %	8.18 %
5 years	-0.48	0.99	98.4	99.4	4.37 %	4.83 %
7 years	-0.36	0.99	98.4	99.4	3.11 %	3.43 %
10 years	-0.28	0.99	98.4	99.4	2.16 %	2.39 %
12 years	-0.25	0.99	98.4	99.4	1.80 %	1.99 %
15 years	-0.21	0.99	98.4	99.4	1.44 %	1.59 %