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SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment

3 Year return

17.98%
NAV on December 30, 2025
18.9587
1D Returns
-0.09%
Launched on April 2021(4 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
33.25%₹1,197
Total Value ₹4,797

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,846.88 Cr.
Expense Ratio
0.3% (inclusive of GST)
Exit Load
For exit within 30 Days from the date of allotment 0.25%. For exit after 30 Days from the date of allotment - NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

RS

Raviprakash Sharma

Fund Manager since Aug 2011

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund24.361%
0
Motilal Oswal Nifty Smallcap 250 Index Fund21.7148%
0
Nippon India Nifty Smallcap 250 Index Fund21.224%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment

The SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment is a passively managed equity mutual fund launched by SBI Mutual Fund. It is an open-ended fund, which means that new units can be bought and sold at any time. The expense ratio of the SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment is lower than the category average, which indicates that the scheme charges less in fees, which can help to improve your investment returns over time.

Investment Objective

The objective of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment revolves around tracking the performance of the Nifty Next 50 Index, which is a benchmark index of the 50 largest non-financial stocks listed on the National Stock Exchange of India.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.3%
Fund Manager
Raviprakash Sharma
Fund Size
₹1846.88 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are an investor, who is seeking a low-cost, passively managed way to invest in the Indian equity market, then SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment could be a good option. In addition, the fund is suitable for those investors who are new to investing or who do not have the time or expertise to manage their portfolios. However, before investing proper research and study are required as well as consultation with your financial advisor.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Plan Your Investments Efficiently

SIPs can help you invest with minimum contributions over a period of time. With Angel One's free SIP calculator online, you can set your end goal and determine the required contribution amount. Check how over time, with small contributions, you can build up enough to achieve your financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment on December 30, 2025, is ₹18.9587
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment, is ₹1846.88 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment is 0.3%
The SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment was launched on April 28, 2021. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,797 in 3Y at 17.983% returns
SIP Date1st of every month

Your next SIP Payment will be on 30 January 2026

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