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)

2,096 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(%)
1M2.22-0.5319.08
6M4.491.2334.78
1Y4.353.60105.88
3Y17.5512.03210.74

Portfolio Analysis

  • Equity: 100.03%
  • Debt: -0.03%
  • Others
As on: 2026-05-31
View allocation % by

1. Adani Power Ltd.4.00%
2. Tata Power Company Ltd.2.80%
3. Adani Green Energy Ltd.1.97%

1. Bank of Baroda1.98%
2. Canara Bank1.75%
3. Punjab National Bank1.45%
4. Union Bank of India1.29%

1. Divi's Laboratories Ltd.3.37%
2. Torrent Pharmaceuticals Ltd.1.83%
3. Zydus Lifesciences Ltd.1.07%

1. CG Power and Industrial Solutions Ltd.2.50%
2. ABB India Ltd.1.51%
3. Siemens Energy India Ltd.1.36%

1. Power Finance Corporation Ltd.2.48%
2. REC Ltd.1.68%
3. Indian Railway Finance Corporation Ltd.0.78%

1. Bharat Petroleum Corporation Ltd.2.40%
2. Indian Oil Corporation Ltd.2.08%

1. Cholamandalam Investment & Finance Co. Ltd.2.62%
2. Muthoot Finance Ltd.1.42%

1. Hindustan Aeronautics Ltd.3.24%

1. Cummins India Ltd.3.16%

1. Tata Motors Ltd.3.15%

1. TVS Motor Company Ltd.3.13%

1. Varun Beverages Ltd.2.87%

1. Samvardhana Motherson International Ltd.2.56%

1. DLF Ltd.1.51%
2. Lodha Developers Ltd.1.05%

1. Britannia Industries Ltd.2.44%

1. Shree Cement Ltd.1.34%
2. Ambuja Cements Ltd.1.09%

1. Vedanta Ltd.2.38%

1. Avenue Supermarts Ltd.2.37%

1. The Indian Hotels Company Ltd.2.28%

1. HDFC Asset Management Co. Ltd.2.17%

1. Adani Energy Solutions Ltd.2.09%

1. Pidilite Industries Ltd.1.83%

1. Bajaj Holdings & Investment Ltd.1.78%

1. Jindal Steel Ltd.1.78%

1. Solar Industries India Ltd.1.77%

1. GAIL (India) Ltd.1.76%

1. Godrej Consumer Products Ltd.1.65%

1. Talwandi Sabo Power Ltd.0.81%
2. Malco Energy Ltd.0.81%

1. LTM Ltd.1.50%

1. United Spirits Ltd.1.49%

1. Siemens Ltd.1.35%

1. Bosch Ltd.1.26%

1. Hyundai Motor India Ltd.1.09%

1. Hindustan Zinc Ltd.1.09%

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 ₹2,096 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 Growth4.489361.9343
This FundICICI Prudential Nifty Next 50 Index Fund Growth4.167562.1033
This FundSBI Nifty Next 50 Index Fund Growth4.347462.4292
This FundAditya Birla Sun Life Silver ETF Growth105.6609210.1616
This FundICICI Prudential Silver ETF Growth105.8233210.7437

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 : 2.22%
  • 6 Months : 4.49%
  • 1 Year : 4.35%
  • 3 Years : 17.55%
Returns of SBI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 19.5833 as on Jul 10,2026. Since inception, the return has been 62.43%.

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 ₹2,096 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.