RS
Raviprakash SharmaFund Manager Since 19 May 2021
EquityIndex Funds
SBI Nifty Next 50 Index Fund Regular Growth
3Y Annualised
22.06%
-1.52% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.40%
-1.52% 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
3 years 6 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1814.36 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
SBI BSE PSU BANK INDEX FUND Direct Reinvestment Inc Dist cum Cap Wdrl
11.81%
2nd
SBI BSE PSU BANK INDEX FUND Direct Payout Inc Dist cum Cap Wdrl
11.81%
3rd
SBI BSE PSU BANK INDEX FUND Direct Growth
11.81%
4th
SBI BSE PSU Bank ETF
11.79%
5th
SBI BSE PSU BANK INDEX FUND Regular Payout Inc Dist cum Cap Wdrl
11.78%
285th
SBI Nifty Next 50 Index Fund Regular Growth
2.40%
Fund Managers
About SBI Nifty Next 50 Index Fund Regular Growth
SBI Nifty Next 50 Index Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 4 years, having been launched on 2021-05-19. SBI Nifty Next 50 Index Fund Regular Growth has ₹1814.36 Cr worth of assets under management (AUM) as of Tue Mar 03 2026. The latest Net Asset Value (NAV) of SBI Nifty Next 50 Index Fund Regular Growth as of Mon Mar 02 2026 is ₹18.5537. The fund has an expense ratio of 0.7%, which is medium comparable to most other Equity funds.
SBI Nifty Next 50 Index Fund Regular Growth returns for the last 1 year are 20.39%. Since launch, it has delivered 13.79% average annual returns.
The SBI Nifty Next 50 Index Fund Regular Growth has the majority of its money invested in Basic Materials, Industrials, Consumer Cyclical, Healthcare, Energy, Consumer Defensive, Financial Services, Utilities sectors.
Top 5 Holdings of SBI Nifty Next 50 Index Fund Regular Growth.
- Vedanta Ltd: 5.10%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.87%
- TVS Motor Co Ltd: 3.81%
- Divi's Laboratories Ltd: 3.39%
- Bharat Petroleum Corp Ltd: 3.12%
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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
