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  • SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A)
SBI Mutual Fund

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A)

EquityIndex Funds

Top Ranked

76.0397

NAV (Dec 03)

16.7%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

1,609 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

76.0397

NAV (Dec 3)

Fund Returns

Last 1Y

31.5%

Last 3Y

16.8%

Last 5Y

16.7%

Last 10Y

13.2%

Since Inception

13.5%

6 Month CAGR

10%

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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 IDCW payments by the constituent stocks.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

0.5

Launched (17y ago)

Mar 15, 2004

AUM in Crores

1608.843

ISIN

INF200K01552

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Raviprakash Sharma

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 462,975 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.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

25.2%

20.6%

5.9%

7.2%

25.2%

%

4.9%

5.8%

4.9%

5.8%

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
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Diversified

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How does Scripbox rate funds?

Proprietary 4-step 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.

Fund Size

Fund Size

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

Sub-asset Class View

Sub-asset Class View

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

Fund Performance

Fund 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.

Fund Size

Fund 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 Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

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Debt Funds

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About SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A)

About SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A)

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 13.5% over a period of 17 years. . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Raviprakash Sharma

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 IDCW payments by the constituent stocks. . However, there is no assurance that the objective of the scheme will be realized.

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

The SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Mar 15, 2004. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-12-03 is ₹76.04. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹1608.843. The category risk of the SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 0.5 % as expense ratio.

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , icici bank ltd , housing development finance corp ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindustan unilever ltd , larsen & toubro ltd , bajaj finance ltd , state bank of india , axis bank ltd , itc ltd , bharti airtel ltd , asian paints ltd , hcl technologies ltd , bajaj finserv ltd , treps , tata steel ltd , titan co ltd , maruti suzuki india ltd , tech mahindra ltd , wipro ltd , net receivable / payable , ultratech cement ltd , tata motors ltd , sun pharmaceuticals industries ltd , mahindra & mahindra ltd , indusind bank ltd , nestle india ltd , hindalco industries ltd , jsw steel ltd , divi's laboratories ltd , grasim industries ltd , hdfc life insurance company limited , power grid corp of india ltd , ntpc ltd , sbi life insurance company limited , oil & natural gas corp ltd , adani ports & special economic zone ltd , dr reddy's laboratories ltd , tata consumer products ltd , bajaj auto ltd , cipla ltd , britannia industries ltd , upl ltd , bharat petroleum corp ltd , shree cement ltd , eicher motors ltd , hero motocorp ltd , coal india ltd , indian oil corp ltd

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 of Income Distribution cum capital withdrawal (RIDCW-A) 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 of Income Distribution cum capital withdrawal (RIDCW-A) Review

SBI Nifty Index Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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