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  • SBI Nifty50 Equal Weight Index Fund (Growth)
SBI Mutual Fund

SBI Nifty50 Equal Weight Index Fund (Growth)

EquityIndex Funds

10.362

NAV (Mar 01)

2.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
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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

10.362

NAV (Mar 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.2%
6 Month CAGR
NA

Scheme Information

Investment Objective

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
0
Launched (0y ago)
Jan 31, 2024
AUM in Crores
901.011
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

Viral Chhadva

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Nifty50 Equal Weight Index Fund (Growth)70%NaN NaN%
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 2024-03-01

Top Stock Holdings

treps

99.4%
99.4%

net receivable / payable

96.9%
96.9%

oil & natural gas corp ltd

2.3%
2.3%

tata motors ltd

2.3%
2.3%

bharti airtel ltd

2.2%
2.2%
See all holdings

Allocation by Sector

financial services

18.3%
18.3%

consumer cyclical

14.2%
14.2%

basic materials

12.9%
12.9%

technology

11.5%
11.5%

energy

10.7%
10.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 624,670 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
022-61793000
Fund NameScripbox Opinion
Till Date CAGR

5%

6.5%

21.4%

17.9%

14.4%

12%

24.1%

16.2%

5.2%

6.9%

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 2.2% 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 3/1/2024 is ₹10.36 with the total AUM as of 3/2/2024 is ₹901.011. 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)?

SBI Nifty50 Equal Weight 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 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 % for regular plan.