Q: What are the returns of SBI Nifty Next 50 Index Fund?

The SBI Nifty Next 50 Index Fund is a 3 yrs 11 m old fund and has delivered average annual returns of 16.29% since inception. SBI Nifty Next 50 Index Fund Returns 1-Year 3-Year Since Inception 4.66% 16.57% 16.29%

Question 1

What is the current NAV of SBI Nifty Next 50 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the SBI Nifty Next 50 Index Fund - Direct Growth plan is approximately ₹18.1533 as of Apr 23, 2025.

Question 2

What are the returns of SBI Nifty Next 50 Index Fund?

Accepted Answer

The SBI Nifty Next 50 Index Fund is a 3 yrs 11 m old fund and has delivered average annual returns of 16.29% since inception.

SBI Nifty Next 50 Index Fund Returns

1-Year	3-Year	Since Inception
4.66%	16.57%	16.29%

Question 3

How much does SBI Nifty Next 50 Index Fund charge as the expense ratio?

Accepted Answer

The SBI Nifty Next 50 Index Fund - Direct Growth has an expense ratio of 0.35%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of SBI Nifty Next 50 Index Fund?

Accepted Answer

The SBI Nifty Next 50 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,545 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of SBI Nifty Next 50 Index Fund?

Accepted Answer

The SBI Nifty Next 50 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.54%
Hindustan Aeronautics Ltd.	3.59%
Vedanta Ltd.	3.56%
Divi's Laboratories Ltd.	3.32%
Varun Beverages Ltd.	3.28%
The Indian Hotels Company Ltd.	3.13%
Cholamandalam Investment and Finance Company Ltd.	2.9%
Tata Power Company Ltd.	2.85%
Power Finance Corporation Ltd.	2.73%
Avenue Supermarts Ltd.	2.72%

Question 6

What are the top sectors SBI Nifty Next 50 Index Fund has invested in?

Accepted Answer

The SBI Nifty Next 50 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.54%
Hindustan Aeronautics Ltd.	3.59%
Vedanta Ltd.	3.56%
Divi's Laboratories Ltd.	3.32%
Varun Beverages Ltd.	3.28%
The Indian Hotels Company Ltd.	3.13%
Cholamandalam Investment and Finance Company Ltd.	2.9%
Tata Power Company Ltd.	2.85%
Power Finance Corporation Ltd.	2.73%
Avenue Supermarts Ltd.	2.72%

Question 7

What is the risk level of SBI Nifty Next 50 Index Fund?

Accepted Answer

This is a Large Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in SBI Nifty Next 50 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in SBI Nifty Next 50 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for SBI Nifty Next 50 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in SBI Nifty Next 50 Index Fund is complete.

Question 10

How can I redeem my investments in SBI Nifty Next 50 Index Fund?

Accepted Answer

Redeeming your investments in SBI Nifty Next 50 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in SBI Nifty Next 50 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	3
Expense ratio	0.35% as on Mar 31, 2025
Exit load	0.25% Exit load of 0.25% if redeemed within 30 days.!
AUM (Fund size)	₹1,545 Crs
Lock-in	No Lockin
Age	3 yrs 11 m since Apr 28, 2021
Benchmark	NIFTY Next 50 TRI
Min. investment	SIP ₹1000 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	3.69%	3.04%
3 months	5.72%	5.44%
6 months	-6.6%	-1.88%
1 year	4.66%	8.07%
3 years	16.57%	14.56%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
SBI Nifty Next 50 Index Fund	N.A.	₹1,545 Crs	3 yrs 11 m	0.35%
UTI Nifty Next 50 Index Fund	N.A.	₹4,832 Crs	6 yrs 10 m	0.35%
DSP Nifty Next 50 Index Fund	N.A.	₹899 Crs	6 yrs 2 m	0.26%
ICICI Prudential Nifty Next 50 Index Fund	N.A.	₹6,760 Crs	12 yrs 3 m	0.31%
Motilal Oswal Nifty Next 50 Index Fund	N.A.	₹307 Crs	5 yrs 4 m	0.36%
HSBC Nifty Next 50 Index Fund	N.A.	₹125 Crs	5 yrs 1 m	0.34%

Fund name	1M	6M	1Y	3Y	5Y	10Y
SBI Nifty Next 50 Index Fund	3.69%	-6.6%	4.66%	16.57%	N.A.	N.A.
UTI Nifty Next 50 Index Fund	3.69%	-6.52%	4.72%	16.59%	23.97%	9.25%
DSP Nifty Next 50 Index Fund	3.7%	-6.74%	4.57%	16.6%	23.9%	10.0%
ICICI Prudential Nifty Next 50 Index Fund	3.67%	-6.85%	4.38%	16.44%	23.78%	13.66%
Motilal Oswal Nifty Next 50 Index Fund	3.67%	-6.48%	4.74%	16.65%	23.67%	8.98%
HSBC Nifty Next 50 Index Fund	3.51%	-6.89%	4.2%	16.23%	23.67%	10.95%

Fund name	Std. deviation	Beta	Sharpe	Sortino
SBI Nifty Next 50 Index Fund	20.37	1.32	0.52	0.81
UTI Nifty Next 50 Index Fund	20.37	1.32	0.52	0.81
DSP Nifty Next 50 Index Fund	20.37	1.32	0.52	0.82
ICICI Prudential Nifty Next 50 Index Fund	20.39	1.32	0.51	0.8
Motilal Oswal Nifty Next 50 Index Fund	20.34	1.32	0.52	0.82
HSBC Nifty Next 50 Index Fund	20.33	1.32	0.51	0.79

SBI Nifty Next 50 Index Fund Direct - Growth

Historical NAV & returns

SBI Nifty Next 50 Index Fund overview

SBI Nifty Next 50 Index Fund Returns calculator

Trailing returns as on Apr 09, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare SBI Nifty Next 50 Index Fund in detail with

About this fund

About SBI Nifty Next 50 Index Fund

Fund managers

Investment objective

SBI Mutual Fund details

More funds from SBI Mutual Fund

Frequently asked questions

SBI Nifty Next 50 Index Fund Returns

ET Money rank

Alpha	1.18 vs. 3.35 Underperformed at beating benchmark
Sharpe	0.52 vs. 3.24 Poor risk-adjusted returns
Beta	1.32 vs. 0.68 More sensitive to market's ups & downs
Standard deviation	20.37 vs. 11.31 More volatile performance

Fund AUM	₹1,545 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	67 view all schemes
Total AUM	₹10,76,364 Crs as on Mar 31, 2025
Address	9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai, 400051
Phone	022-61793000 / 1800-425-5425

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
SBI Contra Fund	N.A.	₹42,220 Crs	6.86%	37.14%
SBI Magnum Midcap Fund	N.A.	₹20,890 Crs	10.29%	33.52%
SBI PSU Fund	N.A.	₹4,789 Crs	3.99%	33.36%
SBI Infrastructure Fund	N.A.	₹4,681 Crs	1.61%	32.49%
SBI Small Cap Fund	N.A.	₹30,829 Crs	4.43%	31.39%
SBI Long Term Equity Fund	N.A.	₹27,730 Crs	9.87%	30.71%

Sector	Percentage of Portfolio
Financial	16.81%
Services	13.309999999999999%
Capital Goods	13.24%
Energy	12.92%
Consumer Staples	11.65%
Automobile	6.369999999999999%
Healthcare	5.85%
Metals & Mining	5.13%
Insurance	3.74%
Construction	3.49%