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Overview

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SBI Nifty50 Equal Weight ETF, managed by SBI Funds Management Limited, aims to deliver returns closely aligned with the Nifty50 Equal Weight TRI index, operating as an open-ended scheme.

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The fund employs an equal-weighted investment strategy, ensuring diversified exposure across its holdings, with a tracking error of just 0.0394%, reflecting efficient benchmark replication.

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Top holdings include ETERNAL LTD. and HERO MOTOCORP LTD., with the financial services sector dominating at 23.1%, indicating a concentrated yet diversified portfolio across multiple industries.

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In the past year, the fund has delivered an impressive return of 11.7%, showcasing strong performance despite the absence of longer-term CAGR data, underlining its potential in the current market.

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With a modest AUM of ₹27.4 Cr and a low expense ratio of 0.3%, the fund remains accessible, managed by Mr. Viral Chhadva, who brings 19 years of experience to the table.

AMC

SBI Funds Management Limited

Manager

Mr. Viral Chhadva

Benchmark

Nifty50 Equal Weight TRI

Fund Size

27

Expense Ratio (%)

0.30%

Tracking Error (%)

0.04%

PE

Beta

Moderate Risk

Volatility

0.14

Dividend Yield (%)

1.44%

52W Low

26.86

52W High

34.2

Standard Deviation

0.897

Risk Level

LOW

Technicals

Bullish

RSI

65.89

EMA 50

33.14

EMA 200

31.74

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

2

Neutral

9

Bullish

3

Overall

BearishNeutralBullish

Bullish

Bearish

3

Neutral

9

Bullish

34

Moving Averages

BearishNeutralBullish

Bullish

Bearish

1

Neutral

0

Bullish

31

Overall

BearishNeutralBullish

Bullish

Bearish

3

Neutral

9

Bullish

34

Holdings(Top 10 Holdings)

CompanyWeightage (%)
ETERNAL LTD.2.47%
HERO MOTOCORP LTD.2.41%
HINDUSTAN UNILEVER LTD.2.38%
MARUTI SUZUKI INDIA LTD.2.36%
ASIAN PAINTS LTD.2.25%
EICHER MOTORS LTD.2.23%
APOLLO HOSPITALS ENTERPRISE LTD.2.20%
ULTRATECH CEMENTLTD.2.19%
CIPLA LTD.2.14%
HINDALCO INDUSTRIES LTD.2.13%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents