Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,711 Cr

Lock In Period

N/A

Expense Ratio

0.7

Benchmark

Nifty Next 50 Total Return

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.

Summary

Latest details for SBI Nifty Next 50 Index Fund Growth include a 18.7439 NAV as of Apr 16,2026 and returns since inception of 77.93%. Minimum investments start at SIP ₹500. The SBI Nifty Next 50 Index Fund Growth AUM is ₹1,711 Cr, with a lock-in of N/A years, expense ratio of 0.7%, and benchmark Nifty Next 50 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 6.06% returns, against a category average of -0.46% and a category best of 15.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.06-0.4615.44
6M-0.760.4555.96
1Y8.433.73157.47
3Y21.1810.72217.70

Portfolio Analysis

  • Equity: 99.85%
  • Debt: 0.15%
  • Others
As on: 2026-03-31
View allocation % by

1. Bank of Baroda2.15%
2. Canara Bank1.94%
3. Punjab National Bank1.62%
4. Union Bank of India1.48%

1. Tata Power Company Ltd.2.96%
2. Adani Power Ltd.2.91%
3. Adani Green Energy Ltd.1.26%

1. Divi's Laboratories Ltd.3.53%
2. Torrent Pharmaceuticals Ltd.2.06%
3. Zydus Lifesciences Ltd.1.02%

1. Vedanta Ltd.5.20%

1. Power Finance Corporation Ltd.2.58%
2. REC Ltd.1.78%
3. Indian Railway Finance Corporation Ltd.0.82%

1. Bharat Petroleum Corporation Ltd.2.66%
2. Indian Oil Corporation Ltd.2.36%

1. CG Power and Industrial Solutions Ltd.2.10%
2. ABB India Ltd.1.46%
3. Siemens Energy India Ltd.1.06%

1. Cholamandalam Investment & Finance Co. Ltd.2.71%
2. Muthoot Finance Ltd.1.58%

1. Tata Motors Ltd.3.85%

1. TVS Motor Company Ltd.3.69%

1. Hindustan Aeronautics Ltd.3.09%

1. Britannia Industries Ltd.2.98%

1. Cummins India Ltd.2.84%

1. Avenue Supermarts Ltd.2.72%

1. Shree Cement Ltd.1.44%
2. Ambuja Cements Ltd.1.14%

1. Varun Beverages Ltd.2.46%

1. DLF Ltd.1.51%
2. Lodha Developers Ltd.0.89%

1. The Indian Hotels Company Ltd.2.34%

1. Samvardhana Motherson International Ltd.2.17%

1. HDFC Asset Management Co. Ltd.2.11%

1. Jindal Steel Ltd.1.93%

1. Pidilite Industries Ltd.1.86%

1. Godrej Consumer Products Ltd.1.85%

1. Bajaj Holdings & Investment Ltd.1.77%

1. LTIMindtree Ltd.1.74%

1. GAIL (India) Ltd.1.74%

1. United Spirits Ltd.1.68%

1. Adani Energy Solutions Ltd.1.52%

1. Solar Industries India Ltd.1.37%

1. Siemens Ltd.1.21%

1. Hyundai Motor India Ltd.1.18%

1. Bosch Ltd.1.16%

1. Hindustan Zinc Ltd.1.02%

About Fund

SBI Nifty Next 50 Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,711 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.7. 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.

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential Nifty Commodities ETF Growth19.58577.7286
This FundICICI Prudential Nifty Next 50 Index Fund Growth8.402777.869
This FundSBI Nifty Next 50 Index Fund Growth8.430577.9297
This FundKotak Silver ETF Growth155.9828216.8053
This FundICICI Prudential Silver ETF Growth156.6278217.6976

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 0.7. 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 : 6.06%
  • 6 Months : -0.76%
  • 1 Year : 8.43%
  • 3 Years : 21.18%
Returns of SBI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 18.7439 as on Apr 16,2026. Since inception, the return has been 77.93%.

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 ₹1,711 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.
Min Inv Amount: ₹500