SBI Nifty Index Fund Direct Growth

Scheme code: INF200K01TE8 NAV value: ₹ 214.9107 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.87	37.94	18.73	19.29
3 year	8.64	33.50	16.55	16.92
5 year	1.63	26.45	13.78	14.48
7 year	4.14	16.48	12.52	12.67
10 year	10.29	14.92	12.82	13
12 year	12.19	13.46	12.85	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	18.73
3 year	6.28	33.32	15.57	16.55
5 year	0.74	26.02	12.91	13.78
7 year	3.33	15.62	11.64	12.52
10 year	3.49	17.22	10.65	12.82
12 year	3.07	16.17	10.8	12.85
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	18.73
3 year	6.56	32.12	15.66	16.55
5 year	1	26.2	12.75	13.78
7 year	3.8	15.42	11.84	12.52
10 year	3.8	18	11.09	12.82
12 year	3.63	16.86	11.19	12.85
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	18.73
3 year	7.68	33.37	17	16.55
5 year	0.71	27.63	13.15	13.78
7 year	3.76	16.01	12.04	12.52
10 year	3.56	16.94	10.94	12.82
12 year	3.31	16.54	10.99	12.85
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	18.73
3 year	8.04	34.46	17.98	16.55
5 year	0.69	28.64	13.53	13.78
7 year	3.97	16.42	12.35	12.52
10 year	3.53	17.72	11.24	12.82
12 year	3.1	16.97	11.25	12.85
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 18.73% - Median return: 22.23% - Average standard deviation: 4.1

Rolling return for 3 year

- Average return: 16.55% - Median return: 15.86% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 13.78% - Median return: 14.03% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 12.52% - Median return: 12.84% - Average standard deviation: 0.69

Rolling return for 10 year

- Average return: 12.82% - Median return: 12.88% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 12.85% - Median return: 12.8% - Average standard deviation: 0.36

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,76,457	76,457	6.38
3 year	36,00,000	45,15,836	9,15,836	7.85
5 year	60,00,000	87,07,872	27,07,872	7.73
7 year	84,00,000	1,35,10,730	51,10,730	7.03
10 year	1,20,00,000	2,45,57,238	1,25,57,238	7.42
12 year	1,44,00,000	3,28,95,762	1,84,95,762	7.13

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	6.38
3 year	7.35	7.85
5 year	7.28	7.73
7 year	6.36	7.03
10 year	5.93	7.42
12 year	6.09	7.13

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.38
3 year	7.51	7.85
5 year	7.25	7.73
7 year	6.38	7.03
10 year	6.15	7.42
12 year	6.3	7.13

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.38
3 year	8.25	7.85
5 year	7.64	7.73
7 year	6.58	7.03
10 year	6.21	7.42
12 year	6.36	7.13

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.38
3 year	8.74	7.85
5 year	7.97	7.73
7 year	6.78	7.03
10 year	6.43	7.42
12 year	6.57	7.13

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,457 - Absolute Returns: ₹76,457 - CAGR: 6.38%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,15,836 - Absolute Returns: ₹9,15,836 - CAGR: 7.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,07,872 - Absolute Returns: ₹27,07,872 - CAGR: 7.73%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,10,730 - Absolute Returns: ₹51,10,730 - CAGR: 7.03%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,45,57,238 - Absolute Returns: ₹1,25,57,238 - CAGR: 7.42%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,28,95,762 - Absolute Returns: ₹1,84,95,762 - CAGR: 7.13%