Should I invest in SBI Nifty Next 50 Index Fund?

We don't give personal investment advice. SBI Nifty Next 50 Index Fund - Regular 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: 26.6%. 5-year CAGR: 13.05%.

SBI

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Latest NAV

₹19.4361

As of

17 Jul 2026

1,277 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	-0.07%	+0.18%	-0.24	209 / 291	Q3
1W	-0.75%	-0.08%	-0.67	231 / 291	Q4
2W	-0.58%	+0.22%	-0.79	244 / 291	Q4
1M	-0.55%	+0.71%	-1.26	241 / 291	Q4
3M	+2.25%	+2.09%	+0.15	95 / 288	Q2
6M	+4.48%	+1.30%	+3.18	42 / 276	Q1
YTD	+3.22%	+0.50%	+2.72	60 / 275	Q1
1Y	+4.84%	+2.18%	+2.66	103 / 261	Q2
2Y	-1.32%	+2.95%	-4.27	134 / 167	Q4
3Y	+17.58%	+10.34%	+7.25	19 / 130	Q1
4Y	+16.07%	+12.76%	+3.31	14 / 58	Q1
5Y	+13.05%	+11.48%	+1.57	10 / 25	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.67%	+6.61%	+7.06	42 / 291	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	+3.22%	+0.47%	+2.75	58 / 273
2025	+1.76%	+5.14%	-3.38	154 / 211
2024	+27.07%	+13.66%	+13.41	7 / 136
2023	+26.20%	+20.09%	+6.11	28 / 94
2022	+0.03%	+1.07%	-1.04	24 / 31
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

+15.81%

51 windows

min -10.7% · max 69.1%

71% positive

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

3-Year rolling

+18.94%

27 windows

min 14.3% · max 23.2%

100% positive

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

5-Year rolling

+13.30%

2 windows

min 13.1% · max 13.6%

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

17.43%

3-year · annualised

Sharpe ratio

0.64

vs risk-free 6.5%

Sortino ratio

1.08

Downside-only deviation

Max drawdown

-26.63%

Sep 2024 → Feb 2025

% positive months

58.3%

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
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹25.8257	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹19.6309	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹10.3232	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹25.1436	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹24.6396	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹16.3154	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹30.6321	17 Jul 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.9282	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.4361
16 Jul 2026	₹19.4491
15 Jul 2026	₹19.5178
14 Jul 2026	₹19.4375
13 Jul 2026	₹19.5070
10 Jul 2026	₹19.5833
9 Jul 2026	₹19.3385
8 Jul 2026	₹19.1799
7 Jul 2026	₹19.5425
6 Jul 2026	₹19.6610

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 17 Jul 2026, the NAV of SBI Nifty Next 50 Index Fund - Regular Plan - Growth is ₹19.4361. It's a Index Fund from SBI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Nifty Next 50 Index Fund - Regular Plan - Growth has NAV history starting from 26 May 2021, a track record of about 5 years 1 months. 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of 4.84% — +2.66 pp ahead of the Index Fund category average of 2.18%. The fund ranks #103 of 261 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI Nifty Next 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 17.58% — +7.25 pp ahead of the Index Fund category average of 10.34%. The fund ranks #19 of 130 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Nifty Next 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 13.05% — +1.57 pp ahead of the Index Fund category average of 11.48%. The fund ranks #10 of 25 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Nifty Next 50 Index Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹184,669 today — a multiplier of 1.85×, based on the 5-year CAGR of 13.05%. The category average over the same window would have grown ₹1 lakh to ₹172,179.

A ₹10,000 monthly SIP in SBI Nifty Next 50 Index Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹833,820 today. That's an XIRR (money-weighted annualised return) of 13.12%.

SBI Nifty Next 50 Index Fund - Regular 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 ₹833,820 — XIRR 13.12%.

On a 5-year basis, SBI Nifty Next 50 Index Fund - Regular Plan - Growth ranks #10 out of 25 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 11.48%; this fund delivered 13.05%.

The worst peak-to-trough decline SBI Nifty Next 50 Index Fund - Regular Plan - Growth has experienced over the last 5-year window is 26.63% — 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 - Regular Plan - Growth averaged 13.30% (best 13.55%, worst 13.05%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, SBI Nifty Next 50 Index Fund - Regular Plan - Growth returned 1.76% — lagging the Index Fund category average of 5.14% by 3.38 pp. It ranked #154 of 211 in its category that year.

SBI Nifty Next 50 Index Fund - Regular 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 - Regular 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: 26.6%. 5-year CAGR: 13.05%.

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