SBI Nifty Next 50 Index Fund Growth

SBI Nifty Next 50 Index Fund Growth

+19.43%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
All
NAV: 22 May '26
₹18.87
Min. for SIP
₹500
Fund size (AUM)
₹2,028.50 Cr
Expense ratio
0.70%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,623
+2.08%
1 year₹60,000₹61,281
+2.14%
3 years₹1,80,000₹2,05,344
+14.08%
5 years₹3,00,000₹4,08,387
+36.13%

Holdings (54)

NameSectorInstrumentsAssets
Adani Power Ltd.EnergyEquity3.72%
Tata Motors Ltd.AutomobileEquity3.47%
Divi's Laboratories Ltd.HealthcareEquity3.35%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.34%
TVS Motor Company Ltd.AutomobileEquity3.33%
Tata Power Company Ltd.EnergyEquity3.02%
Cummins India Ltd.Capital GoodsEquity2.88%
Varun Beverages Ltd.Consumer StaplesEquity2.85%
Avenue Supermarts Ltd.ServicesEquity2.74%
Britannia Industries Ltd.Consumer StaplesEquity2.74%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.71%
Power Finance Corporation Ltd.FinancialEquity2.65%
Bharat Petroleum Corporation Ltd.EnergyEquity2.47%
The Indian Hotels Company Ltd.ServicesEquity2.26%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.26%
HDFC Asset Management Company Ltd.FinancialEquity2.24%
Samvardhana Motherson International Ltd.AutomobileEquity2.18%
Indian Oil Corporation Ltd.EnergyEquity2.16%
Bank Of BarodaFinancialEquity1.98%
Adani Energy Solutions Ltd.EnergyEquity1.89%
Vedanta Ltd.Metals & MiningEquity1.87%
Jindal Steel Ltd.Metals & MiningEquity1.84%
Canara BankFinancialEquity1.84%
Bajaj Holdings & Investment Ltd.FinancialEquity1.80%
REC Ltd.FinancialEquity1.79%
GAIL (India) Ltd.EnergyEquity1.79%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.77%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.74%
Pidilite Industries Ltd.ChemicalsEquity1.73%
Adani Green Energy Ltd.Capital GoodsEquity1.67%
LTM LimitedTechnologyEquity1.61%
United Spirits Ltd.Consumer StaplesEquity1.59%
ABB India Ltd.Capital GoodsEquity1.54%
Punjab National BankFinancialEquity1.53%
Solar Industries India Ltd.ChemicalsEquity1.53%
DLF Ltd.ConstructionEquity1.53%
Muthoot Finance Ltd.FinancialEquity1.49%
Siemens Ltd.Capital GoodsEquity1.36%
Shree Cement Ltd.ConstructionEquity1.31%
Union Bank of IndiaFinancialEquity1.30%
Bosch Ltd.AutomobileEquity1.27%
Siemens Energy India Ltd.EnergyEquity1.18%
Ambuja Cements Ltd.ConstructionEquity1.10%
Hindustan Zinc Ltd.Metals & MiningEquity1.05%
Hyundai Motor India Ltd.AutomobileEquity1.05%
Lodha Developers Ltd.ConstructionEquity1.03%
Zydus Lifesciences Ltd.HealthcareEquity0.90%
Indian Railway Finance Corporation Ltd.FinancialEquity0.85%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.84%
Vedanta Power Ltd.Capital GoodsEquity0.83%
Vedanta Oil and Gas Ltd.EnergyEquity0.83%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity0.83%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.83%
Tata Capital Ltd.FinancialEquity0.58%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+1.6%+4.9%+19.4%+13.5%
Category average (Equity Large Cap)+1.3%+7.1%+15.1%--
Rank (Equity Large Cap)--3117--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
+0.04%+14.90%51,690.28
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-1.80%+14.52%75,650.43
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-3.59%+14.10%7,192.01
Tata Large Cap Fund Growth
Tata Large Cap Fund Growth
+0.42%+12.43%2,687.58
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
-2.90%+11.78%38,121.27
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About SBI Nifty Next 50 Index Fund Growth

SBI Nifty Next 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Viral Chhadva is the Current Fund Manager of SBI Nifty Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,465 Cr and the Latest NAV as of 22 May 2026 is ₹18.87. The SBI Nifty Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days. ;

Investment 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.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,55,465.12 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,