SBI Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
20.01%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
All
NAV: 13 Dec 2024₹20.03
Min. SIP amount₹500
Rating4
Fund size₹1,415.41Cr

Return calculator

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA42.6%20.0%21.5%
Category averageNA25.4%15.6%NA
Rank with in categoryNA47NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.3%22.5%34,432.09
5
26.9%19.1%66,206.57
5
28.3%18.9%429.06
4
29.4%16.4%1,744.59
4
28.1%16.3%15,311.79

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.34%
Metals & MiningEquity4.23%
HealthcareEquity4.02%
EnergyEquity4.00%
ServicesEquity3.77%
FinancialEquity3.56%
FinancialEquity3.51%
Capital GoodsEquity3.31%
AutomobileEquity3.15%
ServicesEquity3.12%
EnergyEquity2.91%
EnergyEquity2.87%
FinancialEquity2.85%
TechnologyEquity2.84%
ConstructionEquity2.83%
AutomobileEquity2.72%
Consumer StaplesEquity2.60%
ChemicalsEquity2.59%
FinancialEquity2.51%
InsuranceEquity2.45%
Consumer StaplesEquity2.30%
Capital GoodsEquity2.23%
Capital GoodsEquity2.09%
ServicesEquity1.89%
ConstructionEquity1.88%
Metals & MiningEquity1.88%
FinancialEquity1.86%
ConstructionEquity1.81%
Consumer StaplesEquity1.71%
Capital GoodsEquity1.65%
AutomobileEquity1.64%
HealthcareEquity1.59%
FinancialEquity1.56%
InsuranceEquity1.55%
HealthcareEquity1.35%
FinancialEquity1.33%
ServicesEquity1.33%
Consumer StaplesEquity0.91%
ServicesEquity0.73%
Capital GoodsEquity0.72%
EnergyEquity0.65%
FinancialEquity0.56%
Capital GoodsEquity0.46%
EnergyEquity0.45%
ConstructionEquity0.42%
FinancialEquity0.35%
EnergyEquity0.33%
FinancialEquity0.28%
InsuranceEquity0.26%
EnergyEquity0.25%
See All

Expense ratio, exit load and tax

Expense ratio: 0.33%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Raviprakash Sharma
Apr 2021 - Present
View details

Education
Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).
Experience
Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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