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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Fund House:
SBI Mutual Fund
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
05-05-2021
ISIN Number:
INF200KA1V76
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
1492.6
Nav (20-12-2024)
18.5314
CAGR Since Inception:
18.67
Benchmark:
NIFTY Next 50 TRI
Expense Ratio (30-11-2024)::
0.78 %
Risko-Meter:
Very High
Exit Load:
Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 34.75 25.63 19.45 0 0
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 39.2 0 0 0 0
ICICI Prudential Nifty Pharma Index Fund - Growth 38.52 32.15 0 0 0
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 36.03 39.46 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 35 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 34.83 25.91 19.77 19.27 0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.79 25.65 19.49 19.22 0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.75 25.56 19.65 0 0
HDFC NIFTY Next 50 Index Fund - Growth Option 34.72 25.53 19.26 0 0
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 34.66 38.01 0 0 0
Fund Manager
Raviprakash Sharma:
Scheme Objective
The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On SBI Nifty Next 50 Index Fund - Regular Plan - Growth NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 18.67% 18.79% 11.06%
1 Year 34.75% 22.23% 16.03%
3 Year 19.45% 18.09% 15.06%
5 Year 0.00% 19.75% 16.18%
10 Year 0.00% 13.31% 11.71%
Nav / Index Value as on2024-12-22 1,492.60% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents -0.02
Equity 100.02
Company Holding
DIVIS LABORATORIES LIMITED 4.16
VEDANTA LIMITED 4.08
INTERGLOBE AVIATION LIMITED 4.02
POWER FINANCE CORPORATION LTD. 3.82
THE TATA POWER COMPANY LIMITED 3.71
SIEMENS LIMITED 3.54
REC LIMITED 3.53
INFO EDGE INDIA LIMITED 3.42
TVS MOTOR COMPANY LIMITED 3.04
LTIMINDTREE LIMITED 3.03
FAQ's of SBI Nifty Next 50 Index Fund - Regular Plan - Growth
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