SBI Nifty Index Fund
Direct · Growth ₹224.57
23 Apr 2026
NAV
12.9%
3Y CAGR
13.3%
5Y CAGR
12.9%
10Y CAGR
13.1%
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.
7.36
Sharpe
-38.4%
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.
NA
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 | ₹12.73 L | 15.0% | -59.7% | 91.6% |
| 3 Years | ₹36.00 L | ₹43.44 L | 13.0% | -21.0% | 32.0% |
| 5 Years | ₹60.00 L | ₹84.15 L | 13.5% | -8.1% | 22.5% |
| 10 Years | ₹1.20 Cr | ₹2.46 Cr | 13.8% | 10.6% | 16.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 15.0% | 1.9% | +13.1% |
| 3 Years | 13.0% | 11.7% | +1.3% |
| 5 Years | 13.5% | 11.3% | +2.2% |
| 10 Years | 13.8% | 12.0% | +1.8% |