MonitorRegular · IDCWWatch before adding
SBI BSE SENSEX ETF
SBI Mutual FundOther Scheme - Other ETFs13.6 years
- NAV
- 831.0407
- 31 Oct 2026
- 1Y
- -10.5%
- Trailing CAGR
- AUM
- ₹1,17,386.52 Cr
- 30 Jun 2026
- Volatility
- High
- 16.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 31 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Fits if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.6 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Watch
0.05% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Watch
Peak-to-trough -37.9%. Ask whether you can hold through a similar fall.
Vs category
Watch
50% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-10.5%
- 3Y+6.4%
- 5Y+5.8%
- 10Y+10.9%
- SI+11.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.5%
- 3Y-1.3%
- 5Y+4.3%
- 10Y+9.5%
- Since inception
- +11.6%
- Calendar-day CAGR
- Excess 1Y
- -5.8%
- Category median, same plan and option
- 3Y win rate
- +50%
- Windows beating the median
- 3Y percentile
- 27
- Vs comparable share classes
- SIP 3Y XIRR
- -1.3%
- Simulated monthly SIP
- Worst rolling 3Y
- -3.4%
- 2614 daily-ending windows
- Median rolling 3Y
- +12.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2120 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -37.9%
- Worst peak-to-trough
- Current
- -12.4%
- Below last peak
- Current spell
- 302 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 149 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
14 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-37.9%
29 Jan 2015 – 6 Sept 2016
Trough 11 Feb 2016 · recovered in 208 days
-20.9%
18 Oct 2021 – 1 Nov 2022
Trough 17 Jun 2022 · recovered in 137 days
-16.1%
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-16.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
14
Consistency
49
Risk-adjusted
46
Drawdown
5
Mean
28
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
31 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -9.5%
- 3Y
- +7.6%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.41
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- -5.3%
- 3Y
- +9.0%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.14
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -7.5%
- 3Y
- +10.0%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.26
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +1.2%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.30
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +2.8%
- 3Y
- +19.2%
- Vol
- 25.6%
- Max DD
- -29.7%
- Sharpe
- 0.62
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility