SBI Nifty Next 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹2,272.76 Cr
Expense Ratio
0.76%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
19 May 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.32% | -- |
| 3 Months | +6% | -- |
| 6 Months | +8.45% | -- |
| 1 Year | +8.5% | +8.5% |
| 2 Years | -- | -0.86% |
| 3 Years | +58.42% | +16.57% |
| 5 Years | +71.82% | +11.43% |
| Since Launch | +97.5% | +13.71% |
Holdings as on 10 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Divi's Laboratories | 91.70 | 4.03 |
| TVS Motor Company | 90.75 | 3.99 |
| Tata Motors | 81.71 | 3.60 |
| Hindustan Aeronautics | 78.95 | 3.47 |
| Adani Power | 78.53 | 3.46 |
| Cholamandalam Investment and Finance Company Ltd | 71.68 | 3.15 |
| Torrent Pharmaceuticals | 67.31 | 2.96 |
| Cummins India | 66.77 | 2.94 |
| Samvardhana Motherson International | 59.65 | 2.62 |
| Indian Hotels Company | 58.09 | 2.56 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.60
Sharpe Ratio
20.10%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Nifty Next 50 Index Fund Regular Growth | +8.5% | +16.57% | +11.43% |
| DSP Nifty 50 Equal Weight Index Fund Growth | +1.82% | +11.19% | +11.13% |
| Motilal Oswal BSE Enhanced Value Index Fund Regular Growth | +9.38% | +19.43% | -- |
| Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth | +11.2% | +16.12% | -- |
| Axis Nifty 100 Index Fund Regular Growth | -3.31% | +7.74% | +7.05% |
Results are calculated on CAGR basis
About Fund
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
The SBI Nifty Next 50 Index Fund Regular Growth has an AUM of 2272.76 crores & has delivered CAGR of 11.43 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.76%. The minimum investment in SBI Nifty Next 50 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Divi's Laboratories, TVS Motor Company, Tata Motors, Hindustan Aeronautics.
The major sectors where the fund is invested are Electric Utilities, Consumer Financial Services, Biotechnology & Drugs, Auto & Truck Parts.
Some of the similar funds are SBI Nifty Next 50 Index Fund Regular Growth, DSP Nifty 50 Equal Weight Index Fund Growth, Motilal Oswal BSE Enhanced Value Index Fund Regular Growth, Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth, Axis Nifty 100 Index Fund Regular Growth. SBI Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.60 & a standard deviation of 20.10%.
FAQs
According to the morning star rating SBI Nifty Next 50 Index Fund Regular Growth has a High risk & Exceptional return.
SBI Nifty Next 50 Index Fund Regular Growth is managed by Viral Chhadva.
The expense ratio of SBI Nifty Next 50 Index Fund Regular Growth is 0.76%.
The 5 year annualized return on SBI Nifty Next 50 Index Fund Regular Growth is 11.43% & it has generated 8.50% in the last 1 year.
The minimum investment in SBI Nifty Next 50 Index Fund Regular Growth is 5000 Rs.
SBI Nifty Next 50 Index Fund Regular Growth has an AUM of 2272.76 crores.
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