SBI S&P BSE SENSEX ETF

SBI S&P BSE SENSEX ETF is a scheme launched by SBI Mutual Fund on March 15, 2013, and falls under the ETFs fund category. It currently manages an AUM of Rs 1,10,720.76 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.04% for managing the portfolio.

• Investing Strategy:

  To provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the BSE SENSEX by holding BSE SENSEX stocks in same proportion. However, the performance of Scheme may differ from that of the underlying index due to tracking error.

• Performance:

  SBI S&P BSE SENSEX ETF trailing returns over different times are 0.69% (1 year), 13.32% (3 year) and 16.95% (5 year). The average annual return of this fund stands at 6.39%.