SBI Nifty50 Equal Weight Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Nifty50 Equal Weight Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹1,064 Cr
N/A
0.96
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.
Nifty 50 Equal Weight Total Return
SBI Nifty50 Equal Weight Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.04 | -2.29 | 6.39 |
| 6M | 1.95 | 1.88 | 37.51 |
| 1Y | -4.15 | 2.17 | 53.39 |
| 3Y | 0.00 | 10.81 | 201.13 |
Portfolio Analysis
- Equity: 100.00%
- Debt: 0.00%
- Others
About Fund SBI Nifty50 Equal Weight Index Fund Growth
SBI Nifty50 Equal Weight Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,064 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 0.96. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| The Wealth Company Gold ETF Growth | 0 | 30 CR | |
| Kotak Nifty Commodities Index Fund Growth | 0 | 296 CR | 0.55 |
| SBI Nifty50 Equal Weight Index Fund Growth | 0 | 1,064 CR | 0.96 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Axis Silver ETF Growth | 0 | 2,068 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundThe Wealth Company Gold ETF Growth | 0 | 0 |
| This FundKotak Nifty Commodities Index Fund Growth | 1.5311 | 0 |
| This FundSBI Nifty50 Equal Weight Index Fund Growth | -4.149 | 0 |
| This FundHDFC Silver ETF Growth | 50.5151 | 199.9467 |
| This FundAxis Silver ETF Growth | 51.0742 | 201.1306 |
SBI Nifty50 Equal Weight Index Fund Growth FAQs
- 1 Month : -7.04%
- 6 Months : 1.95%
- 1 Year : -4.15%
- 3 Years : 0.00%
