SBI Nifty Next 50 Index IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Nifty Next 50 Index IDCW Reinvest Direct Plan

NAV
₹16.6870
-0.24%
(9 Apr)
AUM
1,356 Cr
TER
0.35%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-1.5%
-1.5%
-2.4%
-2.4%
-3.1%
3Y
+17.6%
+17.6%
+16.4%
+16.4%
+12.2%
5Y
NA
NA
NA
NA
NA
ALL
+18.4%
+18.4%
+19.2%
+19.2%
+14.2%
VOL
17.4%
17.4%
17.0%
17.0%
17.9%
TER
0.3%
0.3%
0.4%
0.4%
0.3%
AUM
₹396 Cr
₹396 Cr
₹283 Cr
₹283 Cr
₹1,356 Cr
INFO
1.06
1.06
1.13
1.13
0.79
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Nifty Next 50 Index IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Zomato Ltd
7.5%
InterGlobe Aviation Ltd
4.3%
Divi's Laboratories Ltd
3.4%
Jio Financial Services Ltd
3.3%
Vedanta Ltd
3.3%
Hindustan Aeronautics Ltd Ordinary Shares
2.9%
Cholamandalam Investment and Finance Co Ltd
2.9%
Varun Beverages Ltd
2.9%
Tata Power Co Ltd
2.8%
Info Edge (India) Ltd
2.7%
Top industry exposure
Financial Services
23.9%
Industrials
14.3%
Consumer Cyclical
12.9%
Utilities
12.1%
Consumer Defensive
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
61%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Fund manager(s)
Raviprakash Sharma

FAQs