SBI Nifty Next 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 59.96 | N/A | N/A | N/A |
Average Rolling Returns(%) | 10.14 | N/A | N/A | N/A |
The Current NAV of SBI Nifty Next 50 Index Fund - Regular Plan - Growth is ₹16.77.
It is better to invest in a fund with a longer track record as SBI Nifty Next 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY NEXT 50 , as Funds portfolio is somewhat different.
SBI Nifty Next 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.84%
The process for redemption is
The AUM of SBI Nifty Next 50 Index Fund - Regular Plan - Growth is currently ₹745 Crores.
The Top three stocks are Trent, Bharat Electronics and Tata Power and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.
Top three sectors of SBI Nifty Next 50 Index Fund - Regular Plan - Growth fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Nifty Next 50 it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Nifty Next 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Nifty Next 50.
Raviprakash Sharma manages the SBI Nifty Next 50 Index Fund - Regular Plan - Growth Fund.
SBI Nifty Next 50 Index Fund - Regular Plan - Growth current PE ratio is 59.77 and PB ratio is 10.13
The asset allocation of SBI Nifty Next 50 Index Fund - Regular Plan - Growth is Stocks : 99.96%, Debt : 0.03% and Gold : 0%
The minimum SIP amount for SBI Nifty Next 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Nifty Next 50 Index Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days