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
₹780 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
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.89 | -1.18 | 3.73 |
| 6M | 4.78 | 2.95 | 31.58 |
| 1Y | -3.31 | 3.82 | 81.36 |
| 3Y | 0.00 | 12.48 | 209.78 |
Portfolio Analysis
- Equity: 99.95%
- Debt: 0.05%
- 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 ₹780 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 |
|---|---|---|---|
| Axis Nifty Energy ETF Growth | 0 | 6 CR | 0.29 |
| Aditya Birla Sun Life BSE Top 10 Banks ETF Growth | 0 | 378 CR | 0.16 |
| SBI Nifty 500 Index Fund Growth | 0 | 779 CR | 0.8 |
| ICICI Prudential Silver ETF Growth | 0 | 15,107 CR | 0.4 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,993 CR | 0.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Nifty Energy ETF Growth | 0 | 0 |
| This FundAditya Birla Sun Life BSE Top 10 Banks ETF Growth | 0 | 0 |
| This FundSBI Nifty 500 Index Fund Growth | -3.3079 | 0 |
| This FundICICI Prudential Silver ETF Growth | 80.4355 | 209.7804 |
| This FundAditya Birla Sun Life Silver ETF Growth | 80.3198 | 209.7815 |
SBI Nifty 500 Index Fund Growth FAQs
- 1 Month : -3.89%
- 6 Months : 4.78%
- 1 Year : -3.31%
- 3 Years : 0.00%
