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OTHER•INDEX FUND

SBI Nifty Next 50 Index Fund

3 Year return

18.60%
NAV on January 02, 2026
19.2452
1D Returns
+0.08%
Launched on April 2021(5 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
34.61%₹1,246
Total Value ₹4,846

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,846.88 Cr.
Expense Ratio
0.3% (inclusive of GST)
Exit Load
For exit within 30 Days from the date of allotment 0.25%. For exit after 30 Days from the date of allotment - NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
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

RS

Raviprakash Sharma

Fund Manager since Feb 2011

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund23.8715%
0
Motilal Oswal Nifty Smallcap 250 Index Fund20.8623%
0
Nippon India Nifty Smallcap 250 Index Fund20.376%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Nifty Next 50 Index Fund Direct Plan Growth

SBI Nifty Next 50 Index Fund Direct Plan Growth is an equity scheme that belongs to the SBI Mutual Fund house. The scheme falls under the index fund category and is open ended in nature. The benchmark of this large cap equity scheme is NIFTY Next 50 Total Return Index.

Investment Objective of The Scheme

Subject to tracking error, SBI Nifty Next 50 Index Fund Direct Plan Growth aims to deliver returns that roughly match the total returns of the securities represented by the underlying index. The fund invests across market capitalisations and primarily adheres to a blend-oriented approach of investing. The scheme makes use of a passive investing technique. The plan will invest in equities in the same proportion as the Nifty Next 50 index, with the goal of producing returns similar to the Total Returns Index of the Nifty Next 50 index by minimising the performance gap between the benchmark index and the scheme.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.3%
Fund Manager
Raviprakash Sharma
Fund Size
₹1846.88 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are an investor looking for regular income and long term capital appreciation, you could consider making an investment in SBI Nifty Next 50 Index Fund Direct Plan Growth. However, note that this scheme comes with very high risk levels. Therefore, you need to be sure that your financial goals and risk tolerance align with the scope of the scheme. An investment horizon of 3 years or more would help minimise the downside risk and make the returns more predictable. Remember to consult with your financial advisors in case you have any doubts related to the scheme.

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.

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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 Next 50 Index Fund on January 02, 2026, is ₹19.2452
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 Next 50 Index Fund, is ₹1846.88 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 Next 50 Index Fund is 0.3%
The SBI Nifty Next 50 Index Fund was launched on April 28, 2021. 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 Next 50 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

₹
₹4,846 in 3Y at 18.5972% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 February 2026

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