SBI Nifty IT Index Fund
SBI Nifty IT Index Fund is a index funds etfs fund of SBI Funds Management Limited with ₹141 cr under management. It is ahead of its benchmark (Nifty IT TRI) in 0 of 1 periods. Its direct plan charges 0.51% a year.
Has SBI Nifty IT Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty IT TRI, in 0 of 1 periods in AMFI's figures; −14.08% over the last year against −13.76%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +3.09% | −3.60% | — |
| 3 months | +4.00% | −5.03% | — |
| 6 months | −2.15% | −1.83% | — |
| 1 year | −14.08% | −4.06% | −10.02 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 27 Feb 2025 | −13.81% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −14.08% | −14.47% | −13.76% | −0.32 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2025 to 13 Oct 2026₹100 put in at the start of Feb 2025 would be ₹82 on 13 Oct 2026, against ₹113 in the Nifty 500 TRI.
What does SBI Nifty IT Index Fund cost?
0.51% a year on the direct plan, 0.96% on the regular plan; 196 of 285 funds in its category charge less.
Who manages SBI Nifty IT Index Fund?
What does SBI Nifty IT Index Fund hold?
12 holdings as of None; the ten largest are 100.3% of the fund, the largest Infosys Ltd. at 31.4%.
Mix
Holdings as of NoneFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does SBI Nifty IT Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is SBI Nifty IT Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of SBI Nifty IT Index Fund?
0.51% a year on the direct plan and 0.96% on the regular plan (expense report, Oct 2026).
See SBI Nifty IT Index Fund beside your own funds in Valarth
