Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

952 Cr

Lock In Period

N/A

Expense Ratio

0.94

Benchmark

Nifty 50 Equal Weight Total Return

Exit Load

For exit on or before 15 days from the date of allotment - 0.25%For exit after 15 days from the date of allotment - Nil.

Summary

Latest details for SBI Nifty50 Equal Weight Index Fund Growth include a 11.9924 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The SBI Nifty50 Equal Weight Index Fund Growth AUM is ₹952 Cr, with a lock-in of N/A years, expense ratio of 0.94%, and benchmark Nifty 50 Equal Weight Total Return. Exit load is - For exit on or before 15 days from the date of allotment - 0.25%For exit after 15 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 7.28% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.280.3719.17
6M-1.090.8761.10
1Y8.464.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 100.04%
  • Debt: -0.04%
  • Others
As on: 2026-03-31
View allocation % by

1. Wipro Ltd.2.03%
2. Tata Consultancy Services Ltd.2.00%
3. HCL Technologies Ltd.1.99%
4. Infosys Ltd.1.99%
5. Tech Mahindra Ltd.1.97%

1. Axis Bank Ltd.1.98%
2. ICICI Bank Ltd.1.96%
3. Kotak Mahindra Bank Ltd.1.96%
4. HDFC Bank Ltd.1.95%

1. Cipla Ltd.2.05%
2. Sun Pharmaceutical Industries Ltd.2.04%
3. Dr. Reddy's Laboratories Ltd.2.03%

1. Grasim Industries Ltd.2.05%
2. Ultratech Cement Ltd.2.04%

1. Tata Steel Ltd.2.05%
2. JSW Steel Ltd.2.02%

1. Apollo Hospitals Enterprise Ltd.2.04%
2. Max Healthcare Institute Ltd.2.02%

1. Maruti Suzuki India Ltd.2.01%
2. Mahindra & Mahindra Ltd.1.99%

1. HDFC Life Insurance Company Ltd.2.00%
2. SBI Life Insurance Co. Ltd.1.97%

1. Bajaj Auto Ltd.2.01%
2. Eicher Motors Ltd.1.95%

1. Shriram Finance Ltd.1.97%
2. Bajaj Finance Ltd.1.92%

1. Oil & Natural Gas Corporation Ltd.2.16%

1. Hindalco Industries Ltd.2.11%

1. Coal India Ltd.2.08%

1. Titan Company Ltd.2.07%

1. Larsen & Toubro Ltd.2.03%

1. Power Grid Corporation of India Ltd.2.02%

1. Bharti Airtel Ltd.2.02%

1. Nestle India Ltd.2.02%

1. Hindustan Unilever Ltd.2.01%

1. ITC Ltd.2.01%

1. NTPC Ltd.2.01%

1. Trent Ltd.2.00%

1. Adani Ports and Special Economic Zone Ltd.1.99%

1. Asian Paints Ltd.1.99%

1. Adani Enterprises Ltd.1.97%

1. Bharat Electronics Ltd.1.97%

1. Tata Consumer Products Ltd.1.96%

1. Eternal Ltd.1.96%

1. Jio Financial Services Ltd.1.96%

1. Bajaj Finserv Ltd.1.95%

1. Reliance Industries Ltd.1.94%

1. Tata Motors Passenger Vehicles Ltd.1.94%

1. Interglobe Aviation Ltd.1.94%

1. State Bank of India1.94%

About Fund

SBI Nifty50 Equal Weight Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹952 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 0.94. 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 FundEdelweiss BSE Capital Markets & Insurance ETF Growth19.56850
This FundGroww Nifty PSU Bank Index Fund Growth00
This FundSBI Nifty50 Equal Weight Index Fund Growth8.45540
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

SBI Nifty50 Equal Weight 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 Nifty50 Equal Weight Index Fund Growth is 0.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Nifty50 Equal Weight Index Fund Growth’s fund performance is as follows:
  • 1 Month : 7.28%
  • 6 Months : -1.09%
  • 1 Year : 8.46%
  • 3 Years : 0.00%
Returns of SBI Nifty50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 11.9924 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in SBI Nifty50 Equal Weight 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 Nifty50 Equal Weight Index Fund Growth is ₹952 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Nifty50 Equal Weight 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