- Mutual Funds
- SBI Mutual Fund
- SBI Nifty Next 50 Index Fund (Growth)
SBI Nifty Next 50 Index Fund (Growth)
₹ 12.7622
NAV (Nov 28)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.7622
NAV (Nov 28)
Fund Returns
Last 1Y | 8.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.7% |
6 Month CAGR | 13.7% |
Scheme Information
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 | 0.83 |
Launched (2y ago) | May 19, 2021 |
AUM in Crores | 507.290 |
ISIN | INF200KA1V76 |
Lock-in | No Lock-in |
Benchmark | IISL 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
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Nifty Next 50 Index Fund (Growth) | NaN | NaN | % | |
| 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
shriram finance ltd
4%bharat electronics ltd
3.6%trent ltd
3.6%cholamandalam investment and finance co ltd
3.4%pidilite industries ltd
2.8%Allocation by Sector
financial services
22.2%basic materials
17.2%industrials
16.3%consumer defensive
15.8%consumer cyclical
10.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 6.5% | ||
23.7% | 17.5% | ||
30.1% | 15.9% | ||
16.8% | 11.7% | ||
4.8% | 6.9% |
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 9.7% 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 11/28/2023 is ₹12.76 with the total AUM as of 11/29/2023 is ₹507.29. 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 IISL Nifty Next 50 TR INR.
SBI Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 8.9% 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)?
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 0.83% for regular plan.