- Mutual Funds
- SBI Mutual Fund
- SBI Nifty50 Equal Weight Index Fund (Growth)
SBI Nifty50 Equal Weight Index Fund (Growth)
₹ 11.4391
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.4391
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 14.4% |
6 Month CAGR | NA |
Scheme Information
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index,subject to tracking errors. However,there is no guarantee or assurance that the investment objective of the scheme would be achieved
Expense Ratio | 1.02 |
Launched (0y ago) | Jan 31, 2024 |
AUM in Crores | 1009.663 |
ISIN | INF200KA18Z7 |
Lock-in | No Lock-in |
Benchmark | NIFTY50 Equal Weight TR INR |
SIP Minimum | 0 |
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
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Nifty50 Equal Weight 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
reliance industries ltd
2.1%ultratech cement ltd
2.1%grasim industries ltd
2.1%dr reddy's laboratories ltd
2.1%ltimindtree ltd
2.1%Allocation by Sector
financial services
21.7%consumer cyclical
13.8%basic materials
12.2%technology
12.1%energy
10.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.4% | 6.5% | ||
20.3% | 18.4% | ||
16.6% | 12.6% | ||
27.1% | 17.5% | ||
27.6% | 14% |
SBI Nifty50 Equal Weight Index Fund (G) Review
SBI Nifty50 Equal Weight Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 14.2% over a period of 0 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Viral Chhadva.
Nav of SBI Nifty50 Equal Weight Index Fund (G) as of 7/25/2024 is ₹11.44 with the total AUM as of 7/26/2024 is ₹1009.663. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Nifty50 Equal Weight Index Fund (G) was launched on Jan 31, 2024. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Nifty50 Equal Weight Index Fund (G) is ₹0 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 Nifty50 Equal Weight 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 NIFTY50 Equal Weight TR INR.
SBI Nifty50 Equal Weight Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Nifty50 Equal Weight Index Fund (G).
Frequently Asked Questions
What is SBI Nifty50 Equal Weight Index Fund (G)?
How to invest in SBI Nifty50 Equal Weight Index Fund (G)?
You can invest in SBI Nifty50 Equal Weight 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 Nifty50 Equal Weight Index Fund (G)?
The minimum sip amount for SBI Nifty50 Equal Weight Index Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is SBI Nifty50 Equal Weight Index Fund (G) good to invest in?
As per Scripbox experts, SBI Nifty50 Equal Weight Index Fund (G) is a Not Reviewed Yet fund. You can investSBI Nifty50 Equal Weight 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 Nifty50 Equal Weight Index Fund (G)?
The expense ratio of the SBI Nifty50 Equal Weight Index Fund (G) is 1.02% for regular plan.