SBI Nifty Next 50 Index Fund Regular Growth

SBI Nifty Next 50 Index Fund Regular Growth

Equity

SBI Mutual Fund

Index Funds

Get the latest NAV of SBI Nifty Next 50 Index Fund Regular Growth. 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.

₹18.07

▼-0.8%1D

NAV as on 13 Jun 2025

15.65%/per year

Since Inception

Absolute Gain%

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Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Nifty Next 50 Index Fund Regular Growth
-
1,725Cr
0.76%
-5.52%
21.86%
15.65%
UTI Nifty Midcap 150 Quality 50 Index Fund Regular
-
250Cr
0.88%
6.82%
15.67%
11.15%
Navi Nifty India Manufacturing Index Fund Regular
-
53Cr
1%
2.61%
-
20.32%
Edelweiss Nifty 50 Index Fund Regular
-
162Cr
0.5%
10.18%
15.31%
9.67%
See all

SBI Nifty Next 50 Index Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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SBI Nifty Next 50 Index Fund Regular Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 100%

Debt & Cash 0.1%

Large cap
89.4%
Mid cap
9.7%
Mid Cap allocation has gone down from 9.8% to 9.8%
Mid Cap allocation has gone down from 9.8% to 9.8%
Large Cap allocation has gone down from 90% to 89.3%
Large Cap allocation has gone down from 90% to 89.3%
Cash allocation has gone down from 0.2% to -0%
Cash allocation has gone down from 0.2% to -0%

SBI Nifty Next 50 Index Fund Regular Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 100%

Debt & Cash 0.1%

Financial Services
22.6%
Industrial
18.7%
Basic Materials
12.4%
Utilities
9.7%
Consumer Cyclical
9.4%
Consumer Defensive
8.2%
Health
6.9%
Real Estate
3.2%
Communication
3.1%
Energy
2.9%
Tech
2.8%

Top 3 Sectors in April were Financial Services, Industrial & Consumer Defensive

Apr'25

Financial Services

21%

Consumer Defensive

15%

Industrial

14%

Mar'25

Financial Services

21%

Industrial

15%

Consumer Defensive

14%

SBI Nifty Next 50 Index Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Top Stocks bought last month
Varun Beverages Ltd's allocation increased from 1.02% to 3.11%
Varun Beverages Ltd's allocation increased from 1.02% to 3.11%
Hindustan Aeronautics Ltd Ordinary Shares's allocation increased from 2.97% to 3.78%
Hindustan Aeronautics Ltd Ordinary Shares's allocation increased from 2.97% to 3.78%
Bharat Petroleum Corp Ltd's allocation increased from 2.44% to 2.66%
Bharat Petroleum Corp Ltd's allocation increased from 2.44% to 2.66%
Top Stocks sold last month
Vedanta Ltd's allocation decreased from 3.56 % to 3.15 %
Vedanta Ltd's allocation decreased from 3.56 % to 3.15 %
Indian Hotels Co Ltd's allocation decreased from 3.13 % to 3.07 %
Indian Hotels Co Ltd's allocation decreased from 3.13 % to 3.07 %
Cholamandalam Investment and Finance Co Ltd's allocation decreased from 2.9 % to 2.78 %
Cholamandalam Investment and Finance Co Ltd's allocation decreased from 2.9 % to 2.78 %

SBI Nifty Next 50 Index Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.76%
Benchmark
Nifty Next 50 TR INR
AUM₹1725 Cr
Inception Date19 May, 2021
Min Lumpsum/SIP₹5000/₹500
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
42.32%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About SBI Nifty Next 50 Index Fund Regular Growth

SBI Nifty Next 50 Index Fund Regular Growth is an equity fund. This fund was started on 19 May, 2021. The fund is managed by Raviprakash Sharma. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Nifty Next 50 Index Fund Regular Growth has ₹1725 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

SBI Nifty Next 50 Index Fund Regular Growth has given a CAGR return of 15.65% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -5.52% and 21.86% respectively.

Holdings

SBI Nifty Next 50 Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Defensive, Utilities, Consumer Cyclical, Basic Materials, Health, Energy, Real Estate, Communication, Tech. Its top holdings are InterGlobe Aviation Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Divi's Laboratories Ltd, Vedanta Ltd, Indian Hotels Co 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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of SBI Nifty Next 50 Index Fund Regular Growth

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

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Nifty Next 50 Index Fund Regular Growth has no lock in period.

Fund Manager

Raviprakash Sharma

Fund Manager of SBI Nifty Next 50 Index Fund Regular Growth, since 19 May 2021

Learn more about SBI Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.6K Cr
₹ 1.5K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.6K Cr as of Apr'25
  • AUM increased by 84.9 Cr between Apr'25 and Mar'25

Frequently Asked Questions for SBI Nifty Next 50 Index Fund Regular Growth

How do I invest in SBI Nifty Next 50 Index Fund Regular Growth?

INDmoney makes it simple to invest in the SBI Nifty Next 50 Index Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Nifty Next 50 Index Fund Regular Growth’.
  • 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.

What is the current NAV of SBI Nifty Next 50 Index Fund Regular Growth?

The NAV of the fund today is ₹18.07. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

SBI Nifty Next 50 Index Fund Regular Growth fund has generated a return of -5.52% in 1 year, 21.86% in 3 years

Who is the fund manager of SBI Nifty Next 50 Index Fund Regular Growth?

The fund managers are Raviprakash Sharma.

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.76%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1725 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Nifty Next 50 Index Fund Regular Growth?

The top 3 holdings of the fund are InterGlobe Aviation Ltd(4.47%), Hindustan Aeronautics Ltd Ordinary Shares(4.04%), Divi's Laboratories Ltd(3.59%)