OmniAssetMutual funds › SBI BSE PSU BANK INDEX FUND

SBI BSE PSU BANK INDEX FUND

Index Fund fund benchmarked to BSE PSU Bank TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.6887
CategoryIndex Fund
PlanDirect · Idcw
Launched17 Mar 2025
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1BSE PSU Bank TRI
Expense ratiodirect plan, a year0.40%
AUM₹1.49 Cr
Growth of ₹10,000₹13,59128 Mar 2025 to 2 Sep 2026
₹15,540₹14,085₹12,630₹11,175₹9,721Mar 2025Aug 2025Dec 2025Apr 2026Sep 2026
₹13,591 (+23.9% a year) SBI BSE PSU BANK INDEX FUND
Growth of ₹10,000 — every plotted observation
PointSBI BSE PSU BANK INDEX FUND
28 Mar 2025₹10,000
31 Mar 2025₹10,000
7 Apr 2025₹9,721
15 Apr 2025₹10,008
21 Apr 2025₹10,664
28 Apr 2025₹10,678
5 May 2025₹10,470
12 May 2025₹10,305
19 May 2025₹10,818
26 May 2025₹10,793
2 Jun 2025₹11,500
9 Jun 2025₹11,622
16 Jun 2025₹11,205
23 Jun 2025₹10,990
30 Jun 2025₹11,584
7 Jul 2025₹11,496
14 Jul 2025₹11,381
21 Jul 2025₹11,428
28 Jul 2025₹11,114
4 Aug 2025₹11,006
11 Aug 2025₹11,274
18 Aug 2025₹11,302
25 Aug 2025₹11,183
1 Sep 2025₹10,940
8 Sep 2025₹11,035
15 Sep 2025₹11,380
22 Sep 2025₹11,816
30 Sep 2025₹12,071
6 Oct 2025₹12,221
13 Oct 2025₹12,385
20 Oct 2025₹12,600
27 Oct 2025₹12,823
3 Nov 2025₹13,394
10 Nov 2025₹13,390
17 Nov 2025₹13,619
24 Nov 2025₹13,395
1 Dec 2025₹13,696
8 Dec 2025₹13,024
15 Dec 2025₹13,260
22 Dec 2025₹13,409
29 Dec 2025₹13,270
5 Jan 2026₹14,001
12 Jan 2026₹13,844
19 Jan 2026₹14,394
27 Jan 2026₹14,289
2 Feb 2026₹13,696
9 Feb 2026₹14,544
16 Feb 2026₹14,677
23 Feb 2026₹15,540
2 Mar 2026₹15,314
9 Mar 2026₹14,003
16 Mar 2026₹13,600
23 Mar 2026₹13,039
30 Mar 2026₹12,492
6 Apr 2026₹13,204
13 Apr 2026₹13,848
20 Apr 2026₹14,177
27 Apr 2026₹14,017
4 May 2026₹13,378
11 May 2026₹13,001
18 May 2026₹12,604
25 May 2026₹13,196
1 Jun 2026₹12,810
8 Jun 2026₹13,121
15 Jun 2026₹13,729
22 Jun 2026₹14,024
29 Jun 2026₹13,664
6 Jul 2026₹13,261
13 Jul 2026₹13,489
20 Jul 2026₹13,734
27 Jul 2026₹13,347
3 Aug 2026₹13,474
10 Aug 2026₹13,797
17 Aug 2026₹13,913
24 Aug 2026₹13,615
31 Aug 2026₹13,684
2 Sep 2026₹13,591

Performance (trailing, annualised)

1Y annualised23.87%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,4895.41%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Risk

Volatility (3Y)23.35%
Downside deviation (3Y)16.24%
Maximum drawdown-20.48%

Management

Fund managerMr. Viral Chhadva
Managing since17 Mar 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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