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SBI Nifty Index Fund Direct growth
Equity • Index • Direct growth
Top rated fund from 817 Index Funds
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 23 Dec 2024
₹218.5
+0.7017% (1.60)
AUM
₹8,679 Cr
Expense ratio
0.2%
Benchmark
Nifty 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
0.2%
If units sold after 15D
0%
Distribution
Asset split
Equity100.00%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Energy
Consumer Cyclical
Consumer Defensive
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,21,397 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Raviprakash Sharma
Experience: 13.89 yrs • Total AUM: 3,95,114 Cr
Pradeep Kesavan
Experience: 1.05 yrs • Total AUM: 42,82,504 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
18.44%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
18.42%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.68%
Expense ratio
0.18%
Tracking error
Fund size
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.65%
Expense ratio
0.2%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.64%
Expense ratio
0.18%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.