RS
Raviprakash SharmaFund Manager Since 19 May 2021
EquityIndex Funds
SBI Nifty Next 50 Index Fund Direct Growth
3Y Annualised
15.57%
-2.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.54%
-2.41% 1D
Benchmark
UTI Nifty Next 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 9 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹1544.81 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.0025%
For exit on or before 30 Days from the date of allotment: 0.25%, For exit after 30 Days from the date of allotment: Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Nifty Capital Markets Index Fund Direct Growth
12.95%
2nd
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
12.95%
3rd
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
12.95%
4th
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
12.88%
5th
Tata Nifty Capital Markets Index Fund Regular Payout Inc Dist cum Cap Wdrl
12.88%
195th
SBI Nifty Next 50 Index Fund Direct Growth
2.54%
Fund Managers
About SBI Nifty Next 50 Index Fund Direct Growth
SBI Nifty Next 50 Index Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 3 years, having been launched on 2021-05-19. SBI Nifty Next 50 Index Fund Direct Growth has ₹1544.81 Cr worth of assets under management (AUM) as of Sun Apr 27 2025. The latest Net Asset Value (NAV) of SBI Nifty Next 50 Index Fund Direct Growth as of Fri Apr 25 2025 is ₹17.6895. The fund has an expense ratio of 0.35%, which is medium comparable to most other Equity funds.
SBI Nifty Next 50 Index Fund Direct Growth returns for the last 1 year are 1.31%. Since launch, it has delivered 15.60% average annual returns.
The SBI Nifty Next 50 Index Fund Direct Growth has the majority of its money invested in Industrials, Basic Materials, Healthcare, Consumer Defensive, Consumer Cyclical, Financial Services, Utilities sectors.
Top 5 Holdings of SBI Nifty Next 50 Index Fund Direct Growth.
- InterGlobe Aviation Ltd: 4.54%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.59%
- Vedanta Ltd: 3.56%
- Divi's Laboratories Ltd: 3.32%
- Varun Beverages Ltd: 3.28%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2021-05-19 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Nifty Next 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of SBI Nifty Next 50 Index Fund Direct Growth?
What are the average returns of SBI Nifty Next 50 Index Fund Direct Growth?
How do I invest in SBI Nifty Next 50 Index Fund Direct Growth?
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What are net assets under management (AUM) of SBI Nifty Next 50 Index Fund Direct Growth?
What is the PE and PB ratio of SBI Nifty Next 50 Index Fund Direct Growth?
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What are the top 3 sectors that SBI Nifty Next 50 Index Fund Direct Growth has invested in?
Who is the manager of SBI Nifty Next 50 Index Fund Direct Growth?
What is the exit load of SBI Nifty Next 50 Index Fund Direct Growth?
How to Redeem SBI Nifty Next 50 Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of SBI Nifty Next 50 Index Fund Direct Growth?
