SBI Nifty Next 50 Index Fund Growth Return

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

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)

2,157 Cr

Lock In Period

N/A

Expense Ratio

0.72

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

SBI Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.57-1.1218.94
6M7.390.5228.06
1Y8.082.7991.53
3Y17.2010.31189.04

Portfolio Analysis

  • Equity: 99.84%
  • Debt: 0.16%
  • Others
As on: 2026-06-30
View allocation % by

1. Adani Power Ltd.3.79%
2. Tata Power Company Ltd.2.63%
3. Adani Green Energy Ltd.2.04%

1. Bank of Baroda2.06%
2. Canara Bank1.72%
3. Punjab National Bank1.50%
4. Union Bank of India1.36%

1. Divi's Laboratories Ltd.3.42%
2. Torrent Pharmaceuticals Ltd.1.98%
3. Zydus Lifesciences Ltd.1.14%

1. CG Power and Industrial Solutions Ltd.2.67%
2. ABB India Ltd.1.51%
3. Siemens Energy India Ltd.1.33%

1. Power Finance Corporation Ltd.2.52%
2. REC Ltd.1.86%
3. Indian Railway Finance Corporation Ltd.0.74%

1. Bharat Petroleum Corporation Ltd.2.51%
2. Indian Oil Corporation Ltd.2.13%

1. Cholamandalam Investment & Finance Co. Ltd.3.16%
2. Muthoot Finance Ltd.1.31%

1. Tata Motors Ltd.3.61%

1. Hindustan Aeronautics Ltd.3.40%

1. TVS Motor Company Ltd.3.32%

1. Cummins India Ltd.3.12%

1. Avenue Supermarts Ltd.2.88%

1. Varun Beverages Ltd.2.83%

1. DLF Ltd.1.62%
2. Lodha Developers Ltd.1.08%

1. Samvardhana Motherson International Ltd.2.67%

1. The Indian Hotels Company Ltd.2.56%

1. Britannia Industries Ltd.2.48%

1. Shree Cement Ltd.1.38%
2. Ambuja Cements Ltd.1.07%

1. HDFC Asset Management Co. Ltd.2.21%

1. Pidilite Industries Ltd.2.02%

1. Adani Energy Solutions Ltd.2.00%

1. Vedanta Ltd.1.94%

1. GAIL (India) Ltd.1.91%

1. Bajaj Holdings & Investment Ltd.1.88%

1. Solar Industries India Ltd.1.86%

1. Godrej Consumer Products Ltd.1.66%

1. United Spirits Ltd.1.63%

1. Jindal Steel Ltd.1.60%

1. Bosch Ltd.1.41%

1. LTM Ltd.1.34%

1. Siemens Ltd.1.30%

1. Hyundai Motor India Ltd.1.11%

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 ₹2,157 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.72. 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 FundLIC MF Nifty Next 50 Index Fund Growth8.189960.4654
This FundICICI Prudential Nifty Next 50 Index Fund Growth7.876360.6136
This FundSBI Nifty Next 50 Index Fund Growth8.078960.9639
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

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 0.72. 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 : 1.57%
  • 6 Months : 7.39%
  • 1 Year : 8.08%
  • 3 Years : 17.20%
Returns of SBI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 19.6817 as on Jul 30,2026. Since inception, the return has been 60.96%.

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 ₹2,157 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.