SBI Mutual Fund

SBI Nifty Index Fund (G)

₹ 214.52

NAV (May 07)

22.192%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in large cap mutual funds.

Large Cap 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 ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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Scheme Information

Investment Objective

The scheme is a passively managed index fund, which would invest in all the stocks comprising Nifty 50 Index in the same proportion as their weightage in the index.

Expense Ratio
0.44 %
Launched 23Y ago
2002-01-17
AUM in Crores
9192.4
ISIN
INF200K01537
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.1
Beta
0.9
Sharpe Ratio
0.4
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

11.01%
11.012%

Reliance Industries Ltd.

9.22%
9.216%

ICICI Bank Ltd.

7.74%
7.735%

Infosys Ltd.

6.11%
6.106%

ITC Ltd.

4.14%
4.141%
See all holdings
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Allocation by Sector

Financial

35.33%
35.330695%

Technology

13.18%
13.18309%

Energy

12.23%
12.226371%

Consumer Staples

7.65%
7.654214%

Automobile

7.25%
7.252865%
See all sectors
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comparison

Comparison with Equity Funds

SBI Nifty Index Fund (G) Review

SBI Nifty Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 14.05% over 23 years. The fund has grown over a period of 23 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Raviprakash Sharma.

Nav of SBI Nifty Index Fund (G) as of 5/7/2025 is ₹214.52 with the total AUM as of 5/8/2025 is ₹9192.42. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Nifty Index Fund (G) was launched on 2002-01-17. The category risk of the fund is Very High.

The minimum SIP amount for SBI Nifty Index Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

SBI Nifty Index Fund (G) 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 NIFTY 50 Total Return Index.

Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 10.24% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Nifty Index Fund (G).

Frequently Asked Questions

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