Can I invest in SIP and Lumpsum in SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in SBI Nifty 10 yr Benchmark G-Sec ETF. Minimum lumpsum investment SBI Nifty 10 yr Benchmark G-Sec ETF is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth?

The latest NAV (Net Asset Value) of SBI Nifty 10 yr Benchmark G-Sec ETF is SBI Nifty 10 yr Benchmark G-Sec ETF is ₹246.17 as on 2025-02-20.

Which are the biggest stock holdings of SBI Nifty 10 yr Benchmark G-Sec ETF?

The 5 biggest stock holdings of SBI Nifty 10 yr Benchmark G-Sec ETF are: GSEC2034 (97.92%), TREPS (0.00%), Net CA & Others (2.08%),

What are the top sectors SBI Nifty 10 yr Benchmark G-Sec ETF invests in?

A majority of SBI Nifty 10 yr Benchmark G-Sec ETF 's AUM worth ₹3,102.86 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
SBI Nifty 10 yr Benchmark G-Sec ETF

SBI Nifty 10 yr Benchmark G-Sec ETF

ETFs Fund

Invest Now

NAV
246.17(-0.10%)
Fund Size (CR)
₹3,102.86
Expense Ratio
0.14
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
6.25%

Absolute Return: 2.53%

Annualized Return: 0%

Basic Details

Scheme Manager

Tejas Soman

Bench Mark

Nifty 10 yr Benchmark G-sec Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	11 February 2025	10022.54	0.23%	-	-0.22%	52/236
1 Month	17 January 2025	10119.33	1.19%	-	-1.22%	56/234
3 Month	18 November 2024	10261.86	2.62%	-	-1.65%	37/232
6 Month	16 August 2024	10436.03	4.36%	-	-2.68%	42/219
1 Year	16 February 2024	10937.83	9.38%	9.38%	10.13%	44/199
3 Year	18 February 2022	12093.06	20.93%	6.54%	13.51%	116/126
5 Year	18 February 2020	12926.44	29.26%	5.27%	14.98%	78/82
Since Inception	16 June 2016	16923.63	69.24%	6.25%	14.47%	184/236

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	125482.27	4.57%	4.57%
3 Year	2 March 2022	3,60,000	407907.29	13.31%	4.25%
5 Year	2 March 2020	6,00,000	701287.56	16.88%	3.17%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.86%

Standard Deviation

0.12%

Beta

-0.12%

Sharpe Ratio

0.51%

Treynor's Ratio

-0.79%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
GSEC2034	97.92%	301825800	3038.17	Govt. Securities	Govt. Securities
TREPS	0.00%	-	0.11	Reverse Repo	Debt Others
Net CA & Others	2.08%	-	64.58	Net CA & Others	Debt Others

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

SBI Mutual Fund introduces Rs 250 JanNivesh SIP initiative
SBI Mutual Fund, in partnership with State Bank of India, has launched the JanNivesh SIP, a program designed to broaden access to mutual fund investments. The initiative features a Systematic Investment Plan (SIP) option starting at Rs 250.
JanNivesh SIP provides flexible investment options, including daily, weekly, and monthly SIPs. This structure aims to accommodate various income levels and investment preferences.
The program targets a diverse investor base, including first-time participants, small savers, individuals in rural, semi-urban, and urban areas, digitally-inclined urban investors, self-employed individuals, and technology-literate investors.
JanNivesh SIP will be accessible through the SBI YONO platform and via partnerships with fintech platforms such as Paytm, Groww, and Zerodha.
The initiative aims to encourage consistent investment practices and long-term wealth accumulation through a cost-effective investment model.
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SBI MF announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund managers under the following schemes, with effect from February 01, 2025.

Change in Fund Management Responsibilities:

Name of the Scheme	Existing Fund Manager	Revised Fund Manager
SBI International Access-US Equity FoF	Mr. Pradeep Kesavan	Mr. Rohit Shimpi
SBI Magnum Gloal Fund	Mr. R. Srinivasan & Mr. Tanmaya Desai (Co-Fund Manager)	Mr. Tanmaya Desai

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SBI MF announces change in Fund Manager of the following schemes

SBI Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 27 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
SBI Liquid Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Overnight Fund	Mr. R. Arun	Mr. Ranjana Gupta and Mr. Tejas Soman (Co-Fund Manager)
SBI Savings Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Magnum Ultra Short Duration Fund	Mr. R. Arun and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)	Mr. Rajeev Radhakrishnan and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)
SBI Magnum Low Duration Fund	Mr. Rajeev Radhakrishnan and Mr. R. Arun (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Arbitrage Opportunities Fund	Mr. Neeraj Kumar (Equity Portion) Mr. R. Arun (Debt Portion)	Mr. Neeraj Kumar (Equity Portion) Mr. Ardhendhu Bhattacharya (Debt Portion)

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Fund House Details & Investment Objective

Date of Incorporation

2 June 2016

Total AUM (Cr)

₹3102.86

SBI Nifty 10 yr Benchmark G-Sec ETF is an ETFs Fund-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 2 June 2016, this fund is managed by Tejas Soman. With assets under management (AUM) worth ₹3,102.86 (Cr), as of 20 February 2025, SBI Nifty 10 yr Benchmark G-Sec ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 6.25% since its launch.
The current NAV of SBI Nifty 10 yr Benchmark G-Sec ETF is ₹246.17, as on 20 February 2025. The fund's benchmark index is Nifty 10 yr Benchmark G-sec Index. You can invest in SBI Nifty 10 yr Benchmark G-Sec ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 6.54% and 5.27% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.92% in Debt and 2.08% in cash and cash equivalents.

FAQs

How to Invest in SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth?

SBI Nifty 10 yr Benchmark G-Sec ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 6.25% since inception. Looking to invest in SBI Nifty 10 yr Benchmark G-Sec ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in SBI Nifty 10 yr Benchmark G-Sec ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, SBI Nifty 10 yr Benchmark G-Sec ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in SBI Nifty 10 yr Benchmark G-Sec ETF today and reap the benefits of this ETFs Fund fund!

How much returns has SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth generated?

In the short term, i.e., 1 year, SBI Nifty 10 yr Benchmark G-Sec ETF has generated annualised return of 9.38%. In the long-term, the fund has generated 6.54% and 5.27% in 3 and 5 years respectively. Since its inception, the fund has generated 6.25% returns.

What is the expense ratio of SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth?

The expense ratio of SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth is 0.14%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of SBI Nifty 10 yr Benchmark G-Sec ETF Fund Direct Growth?

The Assets Under Management (AUM) of SBI Nifty 10 yr Benchmark G-Sec ETF is ₹3,102.86 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from SBI Nifty 10 yr Benchmark G-Sec ETF Direct Growth?

Redeeming or selling units of SBI Nifty 10 yr Benchmark G-Sec ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from SBI Nifty 10 yr Benchmark G-Sec ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case SBI Nifty 10 yr Benchmark G-Sec ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).