Index — Large CapAvoid

SBI BSE Sensex Index

SBI · Direct–Growth · rank #59 of 81 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty 50 (index-fund proxy)

1 Year

-5.1%

-2.4% vs index

3 Years

6.0%

-2.0% vs index

5 Years

—

Since launch

8.0%

Year-by-year performance

last entry = YTD

2024

+9.2%-0.7% vs index

2025

+9.9%-1.7% vs index

2026

-8.6%-1.8% vs index

Why this score

SBI BSE Sensex Index scores 31/100 — #59 of 81 Index — Large Cap fund (Avoid). It stands out for volatility and expense ratio — beating 88% of peers on volatility. The main drag is its 3y return (better than only 5% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return6.03% · 5th percentile in category

Sharpe ratio-0.04 · 18th percentile in category

Volatility13.13 · 88th percentile in category

Alpha-3.67 · 4th percentile in category

Sortino ratio-0.05 · 18th percentile in category

Expense ratio0.23% · 76th percentile in category

Other Index — Large Cap funds

Kotak Nifty Next 50 Index

3Y 18.6%

Edelweiss Nifty Next 50 Index

3Y 18.6%

Axis Nifty Next 50 Index

3Y 18.6%

UTI Nifty Next 50 Index

3Y 18.6%