SBI Nifty Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Nifty Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

13,283 Cr

Lock In Period

N/A

Expense Ratio

0.4

Exit Load

Exit load of 0.20% will be charged if redeemed within 15 days from the date of allotment.

Benchmark

Nifty 50 Total Returns Index

SBI Nifty Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.230.5612.69
6M-7.831.7737.25
1Y-4.404.35112.20
3Y8.7212.90223.41

Portfolio Analysis

  • Equity: 99.75%
  • Debt: 0.25%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.10.53%
2. ICICI Bank Ltd.8.30%
3. Axis Bank Ltd.3.41%
4. Kotak Mahindra Bank Ltd.2.61%

1. Infosys Ltd.3.76%
2. Tata Consultancy Services Ltd.2.13%
3. HCL Technologies Ltd.1.15%
4. Tech Mahindra Ltd.0.87%
5. Wipro Ltd.0.54%

1. Reliance Industries Ltd.8.25%

1. Bharti Airtel Ltd.5.19%

1. Larsen & Toubro Ltd.4.42%

1. Mahindra & Mahindra Ltd.2.52%
2. Maruti Suzuki India Ltd.1.59%

1. State Bank of India3.70%

1. Bajaj Finance Ltd.2.25%
2. Shriram Finance Ltd.1.23%

1. Sun Pharmaceutical Industries Ltd.1.76%
2. Dr. Reddy's Laboratories Ltd.0.73%
3. Cipla Ltd.0.73%

1. Tata Steel Ltd.1.59%
2. JSW Steel Ltd.1.11%

1. ITC Ltd.2.56%

1. Ultratech Cement Ltd.1.26%
2. Grasim Industries Ltd.1.10%

1. Bajaj Auto Ltd.1.07%
2. Eicher Motors Ltd.0.91%

1. Hindustan Uever Ltd.1.77%

1. NTPC Ltd.1.70%

1. Eternal Ltd.1.67%

1. Titan Company Ltd.1.55%

1. Hindalco Industries Ltd.1.51%

1. Apollo Hospitals Enterprise Ltd.0.78%
2. Max Healthcare Institute Ltd.0.66%

1. Bharat Electronics Ltd.1.36%

1. SBI Life Insurance Co. Ltd.0.76%
2. HDFC Life Insurance Company Ltd.0.59%

1. Adani Ports and Special Economic Zone Ltd.1.23%

1. Power Grid Corporation of India Ltd.1.22%

1. Asian Paints Ltd.1.12%

About Fund SBI Nifty Index Fund Growth

SBI Nifty Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹13,283 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 0.4. 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 Name1Y3Y
This FundMotilal Oswal Nifty 50 Index Fund Growth-4.464628.2847
This FundNippon India Index Fund - Nifty 50 Plan Growth-4.370628.4105
This FundSBI Nifty Index Fund Growth-4.402928.5151
This FundAxis Silver ETF Growth111.5576222.6516
This FundICICI Prudential Silver ETF Growth112.1961223.412

SBI Nifty Index Fund Growth FAQs

SBI Nifty Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Nifty Index Fund Growth is 0.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty Index Fund Growth’s fund performance is as follows:
  • 1 Month : 3.23%
  • 6 Months : -7.83%
  • 1 Year : -4.40%
  • 3 Years : 8.72%
Returns of SBI Nifty Index Fund Growth are updated daily based on NAV of ₹ 215.5702 as on Jul 03,2026. Since inception, the return has been 28.52%.

You can invest in SBI Nifty Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Nifty Index Fund Growth is ₹13,283 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.