Our Opinion
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Our Opinion
Riskometer
Very High
₹17.7491 0.99%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Nifty Next 50 Index Fund - Regular Plan
|
|
|
Very High
|
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0.70 |
|
 |
|
Very High
|
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0.94 |
||
|
|
Very High
|
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1.04 |
||
|
|
Very High
|
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0.86 |
||
|
|
Very High
|
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0.91 |
₹1,901 Cr
0.50 (30)
5,000
500
500
12
About SBI Nifty Next 50 Index Fund - Regular Plan
SBI Nifty Next 50 Index Fund - Regular Plan is a equity mutual fund scheme of SBI Mutual Fund. Launched on May 19, 2021, it is currently managed by Viral Chhadva. The fund has an expense ratio of 0.70% with an overall AUM (Assets Under Management) of ₹1,901 Cr.
SBI Nifty Next 50 Index Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Suitability
Large-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Nifty Next 50 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Nifty Next 50 Index Fund - Regular Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Nifty Next 50 Index Fund - Regular Plan, is ₹17.7491 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
5.24
|
|
|
3.91
|
|
|
3.50
|
|
|
3.21
|
|
|
3.19
|
Over the past five years, SBI Nifty Next 50 Index Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in SBI Nifty Next 50 Index Fund - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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