SBI Nifty Next 50 Index Fund Growth

SBI Nifty Next 50 Index Fund Growth

+20.82%
3Y annualised
+2.07% 1D
1M
6M
1Y
3Y
All
NAV: 10 Apr '26
₹18.30
Min. for SIP
₹500
Fund size (AUM)
₹1,711.40 Cr
Expense ratio
0.70%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,426
-3.83%
6 months₹30,000₹27,967
-6.78%
1 year₹60,000₹56,208
-6.32%
3 years₹1,80,000₹1,90,267
+5.70%

Holdings (50)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity5.20%
Tata Motors Ltd.AutomobileEquity3.85%
TVS Motor Company Ltd.AutomobileEquity3.69%
Divi's Laboratories Ltd.HealthcareEquity3.53%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.09%
Britannia Industries Ltd.Consumer StaplesEquity2.98%
Tata Power Company Ltd.EnergyEquity2.96%
Adani Power Ltd.EnergyEquity2.91%
Cummins India Ltd.Capital GoodsEquity2.84%
Avenue Supermarts Ltd.ServicesEquity2.72%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.71%
Bharat Petroleum Corporation Ltd.EnergyEquity2.66%
Power Finance Corporation Ltd.FinancialEquity2.58%
Varun Beverages Ltd.Consumer StaplesEquity2.46%
Indian Oil Corporation Ltd.EnergyEquity2.36%
The Indian Hotels Company Ltd.ServicesEquity2.34%
Samvardhana Motherson International Ltd.AutomobileEquity2.17%
Bank Of BarodaFinancialEquity2.15%
HDFC Asset Management Company Ltd.FinancialEquity2.11%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.10%
Torrent Pharmaceuticals Ltd.HealthcareEquity2.06%
Canara BankFinancialEquity1.94%
Jindal Steel Ltd.Metals & MiningEquity1.93%
Pidilite Industries Ltd.ChemicalsEquity1.86%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.85%
REC Ltd.FinancialEquity1.78%
Bajaj Holdings & Investment Ltd.FinancialEquity1.77%
GAIL (India) Ltd.EnergyEquity1.74%
LTIMindtree Ltd.TechnologyEquity1.74%
United Spirits Ltd.Consumer StaplesEquity1.68%
Punjab National BankFinancialEquity1.62%
Muthoot Finance Ltd.FinancialEquity1.58%
Adani Energy Solutions Ltd.EnergyEquity1.52%
DLF Ltd.ConstructionEquity1.51%
Union Bank of IndiaFinancialEquity1.48%
ABB India Ltd.Capital GoodsEquity1.46%
Shree Cement Ltd.ConstructionEquity1.44%
Solar Industries India Ltd.ChemicalsEquity1.37%
Adani Green Energy Ltd.Capital GoodsEquity1.26%
Siemens Ltd.Capital GoodsEquity1.21%
Hyundai Motor India Ltd.AutomobileEquity1.18%
Bosch Ltd.AutomobileEquity1.16%
Ambuja Cements Ltd.ConstructionEquity1.14%
Siemens Energy India Ltd.EnergyEquity1.06%
Zydus Lifesciences Ltd.HealthcareEquity1.02%
Hindustan Zinc Ltd.Metals & MiningEquity1.02%
Lodha Developers Ltd.ConstructionEquity0.89%
Indian Railway Finance Corporation Ltd.FinancialEquity0.82%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.73%
Tata Capital Ltd.FinancialEquity0.62%
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-1.5%+11.7%+20.8%+13.1%
Category average (Equity Large Cap)+1.3%+7.1%+15.1%--
Rank (Equity Large Cap)--3317--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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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 ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹18.30. 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₹11,46,810.93 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,