SBI Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
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Showing Funds Performance since Sep 07, 2020

SBI Nifty Next 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

2,029 Cr

Lock In Period

N/A

Expense Ratio

0.71

Exit Load

For exit on or before 30 days from the date of allotment: 0.25%.For exit after 30 daysfrom the date of allotment: Nil.

Benchmark

Nifty Next 50 Total Return

Summary

SBI Nifty Next 50 Index Fund Growth NAV is ₹18.9141 as of 2 Jun, 2026. SBI Nifty Next 50 Index Fund Growth has delivered 68.98% returns since its launch. The minimum SIP investment amount in SBI Nifty Next 50 Index Fund Growth is ₹500. The AUM of SBI Nifty Next 50 Index Fund Growth is ₹2,029 Cr. The expense ratio of the fund is 0.71%, and its benchmark is Nifty Next 50 Total Return. The current exit load of the fund is For exit on or before 30 days from the date of allotment: 0.25%.For exit after 30 daysfrom the date of allotment: Nil.. In the last 1M months, SBI Nifty Next 50 Index Fund Growth has delivered 2.05% returns.

SBI Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.05-0.5616.28
6M2.840.9059.37
1Y6.753.83164.28
3Y19.1112.13262.72

Portfolio Analysis

  • Equity: 100.04%
  • Debt: -0.04%
  • Others
As on: 2026-04-30
View allocation % by

1. Adani Power Ltd.3.72%
2. Tata Power Company Ltd.3.02%
3. Adani Green Energy Ltd.1.67%

1. Bank of Baroda1.98%
2. Canara Bank1.84%
3. Punjab National Bank1.53%
4. Union Bank of India1.30%

1. Divi's Laboratories Ltd.3.35%
2. Torrent Pharmaceuticals Ltd.1.77%
3. Zydus Lifesciences Ltd.0.90%

1. Power Finance Corporation Ltd.2.65%
2. REC Ltd.1.79%
3. Indian Railway Finance Corporation Ltd.0.85%

1. CG Power and Industrial Solutions Ltd.2.26%
2. ABB India Ltd.1.54%
3. Siemens Energy India Ltd.1.18%

1. Bharat Petroleum Corporation Ltd.2.47%
2. Indian Oil Corporation Ltd.2.16%

1. Cholamandalam Investment & Finance Co. Ltd.2.71%
2. Muthoot Finance Ltd.1.49%

1. Tata Motors Ltd.3.47%

1. Hindustan Aeronautics Ltd.3.34%

1. TVS Motor Company Ltd.3.33%

1. Cummins India Ltd.2.88%

1. Varun Beverages Ltd.2.85%

1. Avenue Supermarts Ltd.2.74%

1. Britannia Industries Ltd.2.74%

1. DLF Ltd.1.53%
2. Lodha Developers Ltd.1.03%

1. Shree Cement Ltd.1.31%
2. Ambuja Cements Ltd.1.10%

1. The Indian Hotels Company Ltd.2.26%

1. HDFC Asset Management Co. Ltd.2.24%

1. Samvardhana Motherson International Ltd.2.18%

1. Adani Energy Solutions Ltd.1.89%

1. Vedanta Ltd.1.87%

1. Jindal Steel Ltd.1.84%

1. Bajaj Holdings & Investment Ltd.1.80%

1. GAIL (India) Ltd.1.79%

1. Godrej Consumer Products Ltd.1.74%

1. Pidilite Industries Ltd.1.73%

1. Talwandi Sabo Power Ltd.0.83%
2. Malco Energy Ltd.0.83%

1. LTM Ltd.1.61%

1. United Spirits Ltd.1.59%

1. Solar Industries India Ltd.1.53%

1. Siemens Ltd.1.36%

1. Bosch Ltd.1.27%

1. Hyundai Motor India Ltd.1.05%

1. Hindustan Zinc Ltd.1.05%

About Fund SBI Nifty Next 50 Index Fund Growth

SBI Nifty Next 50 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹2,029 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.71. 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 FundNippon India ETF BSE Sensex Next 50 Growth3.431168.8258
This FundHDFC NIFTY Next 50 Index Fund Growth6.19568.8425
This FundSBI Nifty Next 50 Index Fund Growth6.746468.985
This FundICICI Prudential Silver ETF Growth164.2782260.2061
This FundHDFC Silver ETF Growth162.6786262.7168

SBI Nifty Next 50 Index Fund Growth FAQs

SBI Nifty Next 50 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 Next 50 Index Fund Growth is 0.71. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 2.05%
  • 6 Months : 2.84%
  • 1 Year : 6.75%
  • 3 Years : 19.11%
Returns of SBI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 18.9141 as on Jun 01,2026. Since inception, the return has been 68.98%.

You can invest in SBI Nifty Next 50 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 Next 50 Index Fund Growth is ₹2,029 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty Next 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.