Scheme Overview
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Category: Index Fund |
Launch Date: 10-05-2021 |
Asset Class: |
Benchmark: NIFTY Next 50 TRI |
Expense Ratio: 0.71% As on ( 30-06-2025) |
Status: Open Ended |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,803.33 Cr As on ( 30-06-2025) |
Turn over: 37 |
18.5442
0.12 ( 0.6417% )
15.94%
NIFTY Next 50 TRI20.75%
PERFORMANCE of SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 15-07-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | -7.64 | 20.6 | - | - | 15.94 |
Nifty Next 50 TRI | -6.88 | 21.66 | 22.51 | 14.07 | 20.75 |
Index Fund | 3.4 | 17.32 | 20.63 | 11.86 | 10.01 |
Yearly Performance (%)
Fund Managers
Mr. Raviprakash Sharma,
Investment Objective
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.
RETURNS CALCULATOR for SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 16.74 | 0.93 | 3.54 | 1.15 | ||
Index Fund | - | - | - | - | - | - |