SBI Nifty 500 Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Nifty 500 Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹734 Cr
N/A
0.8
For exit on or before 15 days from the date of allotment - 0.25%For exit after 15 days from the date of allotment - Nil
NIfty 500 Total Return
SBI Nifty 500 Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.77 | -0.45 | 15.57 |
| 6M | -3.86 | 0.98 | 21.70 |
| 1Y | -8.38 | 2.50 | 39.69 |
| 3Y | 0.00 | 10.45 | 186.12 |
Portfolio Analysis
- Equity: 99.46%
- Debt: 0.19%
- Others
About Fund SBI Nifty 500 Index Fund Growth
SBI Nifty 500 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹734 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 0.8. Under the expert guidance of Viral Chhadva ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Viral Chhadva
Mr. Viral Chhadva holds CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS). Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Nifty 500 Exchange Traded Fund Growth | 0 | 6 CR | 7.39 |
| Zerodha Nifty 100 ETF Growth | 0 | 164 CR | |
| SBI Nifty 500 Index Fund Growth | 0 | 733 CR | 0.8 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Nifty 500 Exchange Traded Fund Growth | 0 | 0 |
| This FundZerodha Nifty 100 ETF Growth | -9.5124 | 0 |
| This FundSBI Nifty 500 Index Fund Growth | -8.3808 | 0 |
| This FundAditya Birla Sun Life Silver ETF Growth | 28.5671 | 160.4699 |
| This FundMirae Asset NYSE FANG + ETF Growth | 13.6655 | 186.1167 |
SBI Nifty 500 Index Fund Growth FAQs
- 1 Month : -0.77%
- 6 Months : -3.86%
- 1 Year : -8.38%
- 3 Years : 0.00%
