• Mutual Funds
  • SBI Mutual Fund
  • SBI Nifty Next 50 Index Fund (Growth)
SBI Mutual Fund

SBI Nifty Next 50 Index Fund (Growth)

EquityIndex Funds

18.6448

NAV (May 24)

23%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.6448

NAV (May 24)

Fund Returns

Last 1Y
68.1%
Last 3Y
23.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
23%
6 Month CAGR
47.8%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved

Expense Ratio
0.78
Launched (3y ago)
May 19, 2021
AUM in Crores
826.585
ISIN
INF200KA1V76
Lock-in
No Lock-in
Benchmark
Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Raviprakash Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Nifty Next 50 Index Fund (Growth)70%13,24,796 5,92,18423.1%
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.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

trent ltd

5%
5%

bharat electronics ltd

4.3%
4.3%

tata power co ltd

3.9%
3.9%

hindustan aeronautics ltd ordinary shares

3.8%
3.8%

power finance corp ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

23.8%
23.8%

industrials

19.3%
19.3%

basic materials

13.2%
13.2%

consumer cyclical

12.1%
12.1%

consumer defensive

11.1%
11.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 680,393 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.2%

6.5%

20.5%

18%

24.2%

16.5%

15.9%

12.3%

27.5%

13.7%

SBI Nifty Next 50 Index Fund (G) Review

SBI Nifty Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 23% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Raviprakash Sharma.

Nav of SBI Nifty Next 50 Index Fund (G) as of 5/24/2024 is ₹18.64 with the total AUM as of 5/27/2024 is ₹826.585. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Nifty Next 50 Index Fund (G) was launched on May 19, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Nifty Next 50 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 Next 50 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 Next 50 TR INR.

SBI Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 68.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Nifty Next 50 Index Fund (G).

Frequently Asked Questions

What is SBI Nifty Next 50 Index Fund (G)?

SBI Nifty Next 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Nifty Next 50 Index Fund (G)?

You can invest in SBI Nifty Next 50 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 Next 50 Index Fund (G)?

The minimum sip amount for SBI Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Nifty Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, SBI Nifty Next 50 Index Fund (G) is a Not Reviewed Yet fund. You can investSBI Nifty Next 50 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 Next 50 Index Fund (G)?

The expense ratio of the SBI Nifty Next 50 Index Fund (G) is 0.78% for regular plan.