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OTHER•INDEX FUND

SBI Nifty Index Fund

3 Year return

14.13%
NAV on February 07, 2026
238.7712
1D Returns
+0.5%
Launched on January 2013(13 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
25.11%₹904
Total Value ₹4,504

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹11,816.32 Cr.
Expense Ratio
0.19% (inclusive of GST)
Exit Load
0.20% - For exit within 15 days from the date of allotment. Nil - For exit on or after 15 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

MJ

Mohit Jain

Fund Manager since Sep 2020

PK

Pradeep Kesavan

Fund Manager since Apr 2024

RS

Raviprakash Sharma

Fund Manager since Feb 2011

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,63,744.62 Cr.
No. of Schemes
255
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund24.3842%
0
Motilal Oswal Nifty Smallcap 250 Index Fund20.3947%
0
Nippon India Nifty Smallcap 250 Index Fund19.9187%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Nifty Index Fund Direct Plan Growth

Offered by SBI Mutual Fund, the SBI Nifty Index Fund — Direct Plan Growth is a growth-focused scheme that has adopted the open-ended strategy, meaning you can subscribe to its units or redeem your holdings on any business day. It is categorised as an index fund and uses the Nifty 50 Total Return Index (TRI) as its benchmark. However, owing to the significantly high equity allocation, this mutual fund is classified as a high-risk scheme.

Investment Objective of the Scheme

The SBI Nifty Index Fund — Direct Plan Growth aims to generate returns that align with those of the Nifty 50 Total Returns Index, which includes the returns from regular gains or losses as well as the dividends paid by the companies that constitute the index. The scheme attempts to achieve this objective by investing in the constituent stocks in the same ratio as their weightage in the benchmark.

Key Features of The Fund

5-year return
12.4681%
Expense Ratio
0.19%
Fund Manager
Mohit Jain
Fund Size
₹11816.32 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The SBI Nifty Index is a mutual fund scheme marked as a very high-risk option on the regular and benchmark riskometer. This makes it a suitable option for you only if you are comfortable with increased risk exposure in your portfolio. Furthermore, it could also be a choice worth considering if you want to increase the potential to earn long-term capital growth by investing in passive mutual funds that are more affordable than actively managed schemes.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Achieve Financial Freedom with SIP

Consider using SIPs to achieve your financial goals like retirement planning or a child's education. SIPs inculcate a habit of regular saving and benefit from the power of compounding. Estimate how much you need to invest monthly to reach your target corpus using Angel One's SIP calculator. This free tool helps you plan your SIP investment strategy for various financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Nifty Index Fund on February 07, 2026, is ₹238.7712
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Nifty Index Fund, is ₹11816.32 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Nifty Index Fund is 0.19%
The SBI Nifty Index Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Nifty Index Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,504 in 3Y at 14.1298% returns
SIP Date1st of every month

Your next SIP Payment will be on 7 March 2026

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