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SBI Nifty Index Fund Growth

Other
Index
Very High Risk
48.87%
1Y return
+1.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹138.92
Min. SIP Amount₹500
Rating4star
Fund Size₹1,274.67 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.9%12.6%13.9%14.4%
Category average48.0%13.9%14.2%NA
Rank with in category706046NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity9.9%
HDFC Bank Ltd.FinancialEquity9.5%
Infosys Ltd.TechnologyEquity8.5%
Housing Development Finance Corpn. Ltd.FinancialEquity6.5%
ICICI Bank Ltd.FinancialEquity6.3%
Tata Consultancy Services Ltd.TechnologyEquity5.0%
Kotak Mahindra Bank Ltd.FinancialEquity3.6%
Hindustan Unilever Ltd.FMCGEquity3.2%
Axis Bank Ltd.FinancialEquity2.8%
Larsen & Toubro Ltd.ConstructionEquity2.6%
See All

Pros and cons

Category: Other Index

Pros

  • Age is more than 10 years
  • Lower expense ratio - 0.49%

Cons

  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns
  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.49%

Inclusive of GST

Exit load

Exit load of 0.20% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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