SBI Nifty50 Equal Weight Index IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Nifty50 Equal Weight Index IDCW Reinvest Direct Plan

NAV
₹11.5189
+1.09%
(23 May)
AUM
994 Cr
TER
0.53%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.8%
+8.8%
+8.4%
+8.4%
+7.0%
3Y
+26.9%
+26.9%
+28.1%
+28.1%
NA
5Y
NA
NA
NA
NA
NA
ALL
+18.9%
+18.9%
+23.1%
+23.1%
+11.4%
VOL
21.0%
21.0%
17.7%
17.7%
15.2%
TER
0.5%
0.5%
0.3%
0.3%
0.5%
AUM
₹212 Cr
₹212 Cr
₹424 Cr
₹424 Cr
₹994 Cr
INFO
0.90
0.90
1.30
1.30
0.75
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 Nifty50 Equal Weight 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 30th Apr
Top holdings
IndusInd Bank Ltd
2.6%
Tata Consumer Products Ltd
2.3%
Jio Financial Services Ltd
2.2%
SBI Life Insurance Co Ltd
2.2%
Eternal Ltd
2.2%
Titan Co Ltd
2.2%
HDFC Life Insurance Co Ltd
2.2%
Reliance Industries Ltd
2.1%
Bharti Airtel Ltd
2.1%
Mahindra & Mahindra Ltd
2.1%
Top industry exposure
Financial Services
24.9%
Consumer Cyclical
18.1%
Basic Materials
11.5%
Technology
9.3%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
37%
Lock-in period
-
Exit load
• 0.25% for redemption within 15 days
Fund objective
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no guarantee or assurance that the investment objective of the scheme would be achieved
Fund manager(s)
Viral Chhadva

FAQs