# SBI BSE Sensex Next 50 ETF

SBI Funds Management Limited · Exchange Traded · ETF

Full page with charts: https://discovermf.com/funds/sbi-bse-sensex-next-50-etf-144916
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Follows an index or a price, bought and sold like a share.
- **₹10,000 a month:** For the last 5 years: ₹6 lakh put in, worth ₹8.02 lakh on 3 Nov 2026.
- **Next to similar funds:** Over the last 3 years it earned 14.6% a year; similar funds earned 11.6% a year on average.
- **How bumpy:** Very high: big ups and downs, sometimes sharp falls. It made money in 80 of every 100 one-year stretches; its worst 12 months saw a fall of 35.2%.
- **Expense ratio:** 0.29% a year. Similar funds: 0.25% on average.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹897.10 on 3 Nov 2026
- **Fund size:** ₹24 cr (2 Nov 2026)
- **Expense ratio:** 0.29% a year (typical in its category 0.25%)
- **Riskometer:** Very High
- **Benchmark:** BSE SENSEX Next 50 TRI
- **Category:** [Exchange Traded](https://discovermf.com/categories/exchange-traded.md)
- **Fund house:** [SBI Funds Management Limited](https://discovermf.com/fund-houses/sbi)
- **Launched:** 5 Sept 2018
- **AMFI scheme code:** 144916

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | +0.7% | — | — | — |
| 3 months | -6.8% | — | — | — |
| 6 months | -1.6% | — | — | — |
| 1 year | -4.5% | -1.9% | -4.6% | 147 of 253 |
| 3 years (a year) | +14.6% | +11.6% | +14.8% | 38 of 158 |
| 5 years (a year) | +12.3% | +8.8% | +12.3% | 17 of 94 |
| Since launch (a year) | +13.8% | — | — | — |

### Calendar years

| Year | Fund | Benchmark |
| --- | --- | --- |
| 2026 | -4.2% | — |
| 2025 | +7.8% | — |
| 2024 | +26.2% | — |
| 2023 | +34.4% | — |
| 2022 | +5.0% | — |
| 2021 | +30.9% | — |
| 2020 | +16.5% | — |
| 2019 | -3.2% | — |

### A ₹10,000 monthly SIP

On the first price of each month, valued at the NAV of 3 Nov 2026.

| Started | Put in | Worth | Yearly return (XIRR) |
| --- | --- | --- | --- |
| 3 years ago | ₹3.6 lakh | ₹3.82 lakh | +3.9% |
| 5 years ago | ₹6 lakh | ₹8.02 lakh | +11.5% |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 16.4% | 15.8% |
| Worst fall, last year | -15.2% | — |
| Worst fall, last 3 years | -20.7% | — |
| Sharpe ratio, 3 years | 0.51 | — |
| Sortino ratio, 3 years | 0.68 | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |