SBI Nifty Next 50 Index Fund Direct Growth

Scheme code: INF200KA1W00 NAV value: ₹ 17.6403 NAV date: 7 May, 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-4.5980.2341.9119.29
3 year11.0325.3519.0916.92

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5313.8441.91
3 year 6.2833.3215.8919.09
5 year 4.7726.0213.73
7 year 3.3315.6211.74
10 year 3.4917.2210.58
12 year 3.0716.1710.86
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0215.4741.91
3 year 6.5632.121619.09
5 year 4.726.213.57
7 year 3.815.4211.91
10 year 3.81811.01
12 year 3.6316.8611.25
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3716.5241.91
3 year 7.6833.3717.4219.09
5 year 4.427.6314.07
7 year 3.7616.0112.14
10 year 3.5616.9410.9
12 year 3.3116.5411.07
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7516.9341.91
3 year 8.0434.4618.4119.09
5 year 4.2928.6414.5
7 year 3.9716.4212.45
10 year 3.5317.7211.22
12 year 3.116.9711.35
15 year 6.6816.9611.23

Rolling return for 1 year

- Average return: 41.91% - Median return: 51.89% - Average standard deviation: 7.11

Rolling return for 3 year

- Average return: 19.09% - Median return: 19.66% - Average standard deviation: 2

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 year12,00,00013,56,8461,56,84613.08
3 year36,00,00053,01,67517,01,67513.77

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.1413.08
3 year 7.2913.77
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 4.1613.08
3 year 7.4813.77
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 4.4513.08
3 year 8.2413.77
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 4.4713.08
3 year 8.7213.77

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,56,846 - Absolute Returns: ₹1,56,846 - CAGR: 13.08%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹53,01,675 - Absolute Returns: ₹17,01,675 - CAGR: 13.77%