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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: (30-09-2024):
1415.41
Nav (08-11-2024)
18.8288
CAGR Since Inception:
19.9
Benchmark:
NIFTY Next 50 TRI
Expense Ratio (31-10-2024)::
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 51.62 26.58 16.86 0 0
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option 53.96 0 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 51.91 26.77 16.99 19.52 14.54
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 51.72 26.87 17.18 19.66 0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 51.66 26.6 16.9 19.62 0
HDFC NIFTY Next 50 Index Fund - Growth Option 51.55 26.46 16.65 0 0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 51.51 26.47 17.05 0 0
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 51.41 45.91 0 0 0
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 51.38 26.41 16.65 0 0
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 51.21 26.36 16.66 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 19.90% 19.13% 12.61%
1 Year 51.62% 41.44% 23.52%
3 Year 16.86% 16.55% 13.01%
5 Year 0.00% 20.72% 17.16%
10 Year 0.00% 13.75% 11.82%
Nav / Index Value as on2024-11-10 1,415.41% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.55
Equity 100.35
Company Holding
VEDANTA LIMITED 4.25
INTERGLOBE AVIATION LIMITED 4.04
THE TATA POWER COMPANY LIMITED 3.98
POWER FINANCE CORPORATION LTD. 3.47
REC LIMITED 3.38
DIVIS LABORATORIES LIMITED 3.38
INDIAN OIL CORPORATION LIMITED 3.3
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 3.27
TVS MOTOR COMPANY LIMITED 3.26
GAIL (INDIA) LIMITED 3.17
FAQ's of SBI Nifty Next 50 Index Fund - Regular Plan - Growth
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