- Mutual Funds
- SBI Mutual Fund
- SBI Nifty Index Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 219.8582
NAV (Sep 10)
Fund Returns
Last 1Y | 26.4% |
Last 3Y | 13.5% |
Last 5Y | 18.2% |
Last 10Y | 12.2% |
Since Inception | 14.6% |
6 Month CAGR | 11.5% |
Scheme Information
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 | 0.48 |
Launched (0y ago) | 0.48 |
AUM in Crores | 8484 |
ISIN | INF200K01537 |
Lock-in | |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 13 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Nifty Index Fund (G) | 11,59,522 | 4,26,910 | 18.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
11%Reliance Industries Ltd.
9.2%ICICI Bank Ltd.
7.7%Infosys Ltd.
6.1%ITC Ltd.
4.1%Allocation by Sector
Financial
31.349677%Energy
14.26511%Technology
13.762657%Consumer Staples
8.448823%Automobile
8.231935%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9.672% | 14.553% | ||
13.637% | 5.973% | ||
20.301% | 15.394% | ||
26.354% | 17.461% | ||
27.9% | 16.473% |
SBI Nifty Index Fund (G) Review
SBI Nifty Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 14.591% over a period of 22 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of SBI Nifty Index Fund (G) as of 9/10/2024 is ₹219.86 with the total AUM as of 9/11/2024 is ₹8483.973822. 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 Above Average.
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.
SBI Nifty Index Fund (G) is rated as a 3 fund in Equity and delivered 26.435% 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
What is SBI Nifty Index Fund (G)?
How to invest in SBI Nifty Index Fund (G)?
You can invest in SBI Nifty Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Nifty Index Fund (G)?
The minimum sip amount for SBI Nifty Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Nifty Index Fund (G) good to invest in?
As per Scripbox experts, SBI Nifty Index Fund (G) is a 3 fund. You can investSBI Nifty Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Nifty Index Fund (G)?
The expense ratio of the SBI Nifty Index Fund (G) is 0.48% for regular plan.