SBI Nifty Next 50 ETF
Direct · Growth ₹760.08
04 Nov 2026
NAV
14.0%
3Y CAGR
13.7%
5Y CAGR
13.8%
10Y CAGR
13.7%
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.
8.91
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.
0.12%
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 | 16.4% | -56.4% | 92.1% |
| 3 Years | ₹36.00 L | ₹44.32 L | 14.1% | -24.7% | 40.0% |
| 5 Years | ₹60.00 L | ₹85.46 L | 14.6% | -10.1% | 30.9% |
| 7 Years | ₹84.00 L | ₹1.46 Cr | 15.3% | 7.3% | 24.0% |
| 10 Years | ₹1.20 Cr | ₹2.54 Cr | 14.4% | 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 | 16.4% | 10.1% |
| 3 Years | 14.1% | 13.8% |
| 5 Years | 14.6% | 13.1% |
| 7 Years | 15.3% | 14.0% |
| 10 Years | 14.4% | 12.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 8.2% | -32.5% | 88.4% | 0.41 | 1.22 | 74% | — | — |
| 3 Years | 14.0% | 15.7% | -9.0% | 27.5% | 1.09 | 2.90 | 93% | — | — |
| 5 Years | 13.7% | 13.6% | 0.7% | 28.4% | 1.29 | 14.06 | 100% | — | — |
| 10 Years | 13.8% | 13.9% | 11.4% | 15.9% | 8.91 | — | 100% | — | — |
-40.6%
Max Drawdown
27 mo
Drawdown Duration
9 mo
Recovery Time
-8.0%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
0.35
3Y
0.34
5Y
0.33
7Y
0.34
10Y
49
Total Holdings
33.7%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Divi's Laboratories Ltd. | 4.84% |
| 2 | TVS Motor Company Ltd. | 3.95% |
| 3 | Hindustan Aeronautics Ltd. | 3.63% |
| 4 | Tata Motors Ltd. | 3.61% |
| 5 | Adani Power Ltd. | 3.48% |
| 6 | Samvardhana Motherson International Ltd. | 2.95% |
| 7 | Torrent Pharmaceuticals Ltd. | 2.89% |
| 8 | Cholamandalam Investment & Finance Co. Ltd. | 2.88% |
| 9 | Vedanta Aluminium Metal Ltd. | 2.87% |
| 10 | Cummins India Ltd. | 2.63% |