SBI Nifty50 Equal Weight Index Fund
Get the latest NAV of SBI Nifty50 Equal Weight Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.23
1D
NAV as on 27 Mar 2026
5.52%/per year
Since Inception
▲▼
649 people have invested ₹ 91.8L in SBI Nifty50 Equal Weight Index Fund in the last three months
Peer comparison
SBI Nifty50 Equal Weight Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Nifty50 Equal Weight Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
SBI Nifty50 Equal Weight Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
22%
Consumer Cyclical
16%
Basic Materials
13%
Financial Services
22%
Consumer Cyclical
16%
Basic Materials
13%
SBI Nifty50 Equal Weight Index Fund Holdings Details
as on (28-Feb-26)
SBI Nifty50 Equal Weight Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.45% |
Benchmark | NIFTY50 Equal Weight TR INR |
| AUM | ₹1061 Cr |
| Inception Date | 31 January, 2024 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 37.58% |
| Risk |   Very High Risk |
About SBI Nifty50 Equal Weight Index Fund
SBI Nifty50 Equal Weight Index Fund is an equity fund. This fund was started on 31 January, 2024. The fund is managed by Viral Chhadva. The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Nifty50 Equal Weight Index Fund has ₹1061 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
SBI Nifty50 Equal Weight Index Fund has given a CAGR return of 5.52% since inception. Over the last 1 year the fund has given a CAGR return of 3.14%.
Holdings
SBI Nifty50 Equal Weight Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Health, Industrial, Energy, Tech, Consumer Defensive, Utilities, Communication. Its top holdings are Tata Steel Ltd, State Bank of India, Oil & Natural Gas Corp Ltd, NTPC Ltd, JSW Steel Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Nifty50 Equal Weight Index Fund
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Nifty50 Equal Weight Index Fund has no lock in period.
Fund Manager
Viral Chhadva
Fund Manager of SBI Nifty50 Equal Weight Index Fund, since 5 February 2024
- AUM of the fund stands at 1.1K Cr as of Feb'26
- AUM increased by 16 Cr between Feb'26 and Jan'26
Frequently Asked Questions for SBI Nifty50 Equal Weight Index Fund
How do I invest in SBI Nifty50 Equal Weight Index Fund?
- Download the INDmoney app.
- Search for ‘SBI Nifty50 Equal Weight Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.