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  • Mutual Funds
  • SBI Funds Management Private Limited
  • SBI Nifty Index Fund (Growth)

Formerly SBI Nifty Index Gr

SBI Nifty Index Fund (Growth)

SBI Nifty Index Fund (Growth)

EquityIndex Funds

Top Ranked

128.1421

NAV (May 10)

Scripbox Opinion

Top Ranked

SBI Nifty Index Fund (Growth) is a good choice within index funds mutual funds.

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,033 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 Index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

0.49 %

Expense Ratio

Jan 17, 2002

Launched (19y ago)

₹ 1,033

AUM in Crores

INF200K01537

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Raviprakash Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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17 Years

Age

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Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

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Recommended

Top Ranked

16 Years

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5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

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Recommended

Top Ranked

23 Years

Age

5

Track Record

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About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 367,708 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

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SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

₹ 14,253 Cr

Fund Size

12.2%

3Y returns

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 9,007 Cr

Fund Size

6.8%

3Y returns

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Diversified

Top Ranked

₹ 14,253 Cr

Fund Size

12.2%

3Y returns

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

Ultra Short

Top Ranked

₹ 9,007 Cr

Fund Size

5.4%

3Y returns

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

Ultra Short

Top Ranked

₹ 9,007 Cr

Fund Size

5.4%

3Y returns

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Parag Parikh Flexi Cap fund (Growth)

Parag Parikh Flexi Cap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

Debt Funds

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About SBI Nifty Index Fund (G)

About SBI Nifty Index Fund (G)

SBI Nifty Index Fund (G) is a index funds equity fund and has delivered an annualised return of 14.3% over a period of 19 years .The fund was previously known as SBI Nifty Index Gr.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Raviprakash Sharma.

SBI Nifty Index Fund (G) Investment Objective

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 Index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks. However, there is no assurance that the objective of the scheme will be realized.

SBI Nifty Index Fund (G) NAV,AUM,Risk

The SBI Nifty Index Fund (G) fund was launched on Jan 17, 2002. The NAV (Net Asset Value) of this index funds equity as of 2021-05-10 is ₹ 128.1421. The total AUM (Asset Under Management) of the fund as of 2021-05-11 is ₹ 1032.131. The category risk of the SBI Nifty Index Fund (G) fund is Very High Risk. The fund charges 0.49 % as expense ratio.

SBI Nifty Index Fund (G) Holdings

The fund’s highest allocation is towards equity and has invested 100.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,reliance industries ltd shs dematerialised and infosys ltd

SBI Nifty Index Fund (G) SIP

The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

SBI Nifty Index Fund (G) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

SBI Nifty Index Fund (G) Review

SBI Nifty Index Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Nifty Index Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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