SBI Nifty Next 50 ETF
Direct · Growth ₹777.40
06 Jul 2026
NAV
13.9%
3Y CAGR
13.8%
5Y CAGR
14.0%
10Y CAGR
13.8%
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.
11.58
Sharpe
-40.6%
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 | ₹12.59 L | 16.6% | -56.4% | 92.1% |
| 3 Years | ₹36.00 L | ₹44.62 L | 14.3% | -24.7% | 40.0% |
| 5 Years | ₹60.00 L | ₹85.53 L | 14.6% | -10.1% | 30.9% |
| 7 Years | ₹84.00 L | ₹1.46 Cr | 15.4% | 7.3% | 24.0% |
| 10 Years | ₹1.20 Cr | ₹2.55 Cr | 14.6% | 11.6% | 15.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 16.6% | 13.4% |
| 3 Years | 14.3% | 9.3% |
| 5 Years | 14.6% | 5.7% |
| 7 Years | 15.4% | 6.2% |
| 10 Years | 14.6% | 5.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.8% | 8.3% | -32.5% | 88.4% | 0.41 | 1.24 | 74% | — | — |
| 3 Years | 13.9% | 15.5% | -9.0% | 27.5% | 1.06 | 2.82 | 93% | — | — |
| 5 Years | 13.8% | 13.7% | 0.7% | 28.4% | 1.29 | 13.92 | 100% | — | — |
| 10 Years | 14.0% | 14.0% | 12.2% | 15.9% | 11.58 | — | 100% | — | — |
-40.6%
Max Drawdown
27 mo
Drawdown Duration
9 mo
Recovery Time
-8.0%
Avg Drawdown
Calmar Ratio by Duration
0.39
1Y
0.34
3Y
0.34
5Y
0.32
7Y
0.34
10Y
50
Total Holdings
32.2%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Ltd. | 3.79% |
| 2 | Tata Motors Ltd. | 3.61% |
| 3 | Divi's Laboratories Ltd. | 3.41% |
| 4 | Hindustan Aeronautics Ltd. | 3.39% |
| 5 | TVS Motor Company Ltd. | 3.32% |
| 6 | Cholamandalam Investment & Finance Co. Ltd. | 3.16% |
| 7 | Cummins India Ltd. | 3.12% |
| 8 | Avenue Supermarts Ltd. | 2.88% |
| 9 | Varun Beverages Ltd. | 2.83% |
| 10 | CG Power and Industrial Solutions Ltd. | 2.67% |