₹ 16.7652
NAV (Apr 16)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 16.7652
NAV (Apr 16)
Last 1Y | 60.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.4% |
6 Month CAGR | 36.5% |
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 | 0.84 |
Launched (3y ago) | May 19, 2021 |
AUM in Crores | 745.436 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Nifty Next 50 Index Fund (Growth) | 42,09,865 | 34,77,253 | 60.8% | |
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.
trent ltd
4.8%bharat electronics ltd
4%tata power co ltd
3.7%hindustan aeronautics ltd ordinary shares
3.4%indian oil corp ltd
3.4%financial services
23.7%industrials
18.3%basic materials
13.1%consumer cyclical
12.2%consumer defensive
11.7%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.1% | 6.5% | ||
22.5% | 17.8% | ||
15.7% | 12.1% | ||
25.5% | 16.3% | ||
27.6% | 13.4% |
SBI Nifty Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 19.4% over a period of 2 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 4/16/2024 is ₹16.77 with the total AUM as of 4/17/2024 is ₹745.436. 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 60.8% 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).
What is SBI Nifty Next 50 Index Fund (G)?
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 0.84% for regular plan.