3 Year return
21.23%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1394.7 Cr.
Expense Ratio
0.33% (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.
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
Fund Holdings
SBI Mutual Fund Managers
RS
Raviprakash Sharma
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
25.09% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
24.87% |
0 |
UTI Nifty Next 50 Index Fund |
21.22% |
0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
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 | NA |
Expense Ratio | 0.33% |
Fund Manager | Raviprakash Sharma |
Fund Size | ₹1394.7 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
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://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
FAQs
What is today's NAV of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
What is the AUM of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
What are the returns of SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
How do I invest in SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.