Should I invest in SBI Nifty Next 50 Index Fund?

We don't give personal investment advice. SBI Nifty Next 50 Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.5%. 5-year CAGR: 13.15%.

SBI

SBI Nifty Next 50 Index Fund - Direct Plan - Growth

Latest NAV

₹19.3440

As of

3 Jun 2026

1,246 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.28%	+0.27%	+0.00	135 / 353	Q2
1W	-1.17%	-0.97%	-0.20	165 / 353	Q2
2W	+1.65%	+0.26%	+1.39	27 / 353	Q1
1M	-0.21%	-0.26%	+0.05	198 / 351	Q3
3M	+2.32%	+0.41%	+1.91	82 / 341	Q1
6M	+1.62%	-1.84%	+3.46	127 / 332	Q2
YTD	+0.89%	-2.06%	+2.95	147 / 333	Q2
1Y	+5.28%	+1.97%	+3.31	90 / 306	Q2
2Y	+0.14%	+4.21%	-4.07	167 / 205	Q4
3Y	+18.82%	+11.24%	+7.59	31 / 168	Q1
4Y	+16.83%	+12.60%	+4.23	19 / 77	Q1
5Y	+13.15%	+10.98%	+2.16	11 / 38	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.00%	+6.44%	+7.56	49 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.89%	-2.11%	+3.00	145 / 331
2025	+2.17%	+6.05%	-3.87	199 / 260
2024	+27.66%	+14.12%	+13.54	11 / 180
2023	+26.83%	+21.09%	+5.74	39 / 130
2022	+0.53%	+1.94%	-1.40	40 / 51
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.76%

50 windows

min -10.6% · max 68.3%

66% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+18.85%

25 windows

min 12.2% · max 24.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+13.15%

1 window

min 13.1% · max 13.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.14%

3-year · annualised

Sharpe ratio

0.69

vs risk-free 6.5%

Sortino ratio

1.11

Downside-only deviation

Max drawdown

-26.50%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan	HDFC	₹18.9585	3 Jun 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹25.7075	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth	SBI	₹19.3395	3 Jun 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹19.8542	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.1086	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.1054	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.0599	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.4090	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.2680	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.1389	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹19.3440
2 Jun 2026	₹19.4160
1 Jun 2026	₹19.3625
31 May 2026	₹19.6816
29 May 2026	₹19.6816
27 May 2026	₹19.9258
26 May 2026	₹19.6453
25 May 2026	₹19.6096
22 May 2026	₹19.3196
21 May 2026	₹19.2428

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of SBI Nifty Next 50 Index Fund - Direct Plan - Growth is ₹19.3440. It's a Index Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Nifty Next 50 Index Fund - Direct Plan - Growth has NAV history starting from 26 May 2021, a track record of about 5 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI Nifty Next 50 Index Fund - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Nifty Next 50 Index Fund - Direct Plan - Growth has delivered a absolute return of 5.28% — +3.31 pp ahead of the Index Fund category average of 1.97%. The fund ranks #90 of 306 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI Nifty Next 50 Index Fund - Direct Plan - Growth has delivered a CAGR of 18.82% — +7.59 pp ahead of the Index Fund category average of 11.24%. The fund ranks #31 of 168 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Nifty Next 50 Index Fund - Direct Plan - Growth has delivered a CAGR of 13.15% — +2.16 pp ahead of the Index Fund category average of 10.98%. The fund ranks #11 of 38 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Nifty Next 50 Index Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹185,446 today — a multiplier of 1.85×, based on the 5-year CAGR of 13.15%. The category average over the same window would have grown ₹1 lakh to ₹168,381.

A ₹10,000 monthly SIP in SBI Nifty Next 50 Index Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹839,461 today. That's an XIRR (money-weighted annualised return) of 13.39%.

SBI Nifty Next 50 Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹839,461 — XIRR 13.39%.

On a 5-year basis, SBI Nifty Next 50 Index Fund - Direct Plan - Growth ranks #11 out of 38 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.98%; this fund delivered 13.15%.

The worst peak-to-trough decline SBI Nifty Next 50 Index Fund - Direct Plan - Growth has experienced over the last 5-year window is 26.50% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Nifty Next 50 Index Fund - Direct Plan - Growth averaged 13.15% (best 13.15%, worst 13.15%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, SBI Nifty Next 50 Index Fund - Direct Plan - Growth returned 2.17% — lagging the Index Fund category average of 6.05% by 3.87 pp. It ranked #199 of 260 in its category that year.

SBI Nifty Next 50 Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. SBI Nifty Next 50 Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.5%. 5-year CAGR: 13.15%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.