SBI Nifty 50 Equal Weight Index Fund
Direct · Growth ₹11.55
19 Oct 2026
NAV
5.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.13
Sharpe
-18.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.45%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.25 L | 4.5% | -16.4% | 22.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 4.5% | 14.3% | 5.8% | -9.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.8% | 5.5% | -5.8% | 20.7% | -0.13 | -0.17 | 83% | — | — |
-18.1%
Max Drawdown
5 mo
Drawdown Duration
10 mo
Recovery Time
-5.2%
Avg Drawdown
Calmar Ratio by Duration
0.32
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.04 | 0.97 | 100.5% | 93.2% | -5.9% | -11.4% |
| 3 Years | +2.78 | 1.00 | 101.8% | 97.7% | 4.2% | 1.4% |
| 5 Years | +1.63 | 1.00 | 101.8% | 97.7% | 2.5% | 0.9% |
| 7 Years | +1.16 | 1.00 | 101.8% | 97.7% | 1.8% | 0.6% |
| 10 Years | +0.79 | 1.00 | 101.8% | 97.7% | 1.3% | 0.4% |
| 12 Years | +0.65 | 1.00 | 101.8% | 97.7% | 1.0% | 0.4% |
| 15 Years | +0.51 | 1.00 | 101.8% | 97.7% | 0.8% | 0.3% |
50
Total Holdings
22.8%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Eternal Ltd. | 2.53% |
| 2 | Bajaj Auto Ltd. | 2.46% |
| 3 | HCL Technologies Ltd. | 2.33% |
| 4 | Titan Company Ltd. | 2.33% |
| 5 | Tata Consultancy Services Ltd. | 2.25% |
| 6 | Bajaj Finserv Ltd. | 2.24% |
| 7 | Tech Mahindra Ltd. | 2.20% |
| 8 | Shriram Finance Ltd. | 2.15% |
| 9 | Nestle India Ltd. | 2.14% |
| 10 | Grasim Industries Ltd. | 2.13% |