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ETFregulargrowth📊 NIFTY NEXT 50 TRI

SBI Nifty Next 50 ETF

SBI Mutual Fund

#67 of 229 (1Y)

₹759.3197

0.01 (+0.00%)

NAV as of 31 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.73%
1 Month-2.14%
3 Months+0.68%
6 Months+1.96%
1 Year+5.55%
3 Years (CAGR)+20.16%
5 Years (CAGR)+14.23%
10 Years (CAGR)+14.53%
Since Inception (Mar 2015)+12.71%

Returns calculated from 20 March 2015 onwards due to a structural change in the scheme on that date. Pre-2015 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.08%
3 Year SIP+11.02%
5 Year SIP+13.72%
Since Inception (Mar 2015)+13.75%

SIP since inception — what ₹0.01/month became

Real NAV backtest from day one

₹1

Invested

₹3

Value today

14.0%

XIRR (p.a.)

0.01/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹19,393

Value today

12.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹6,70,000

Withdrawn

₹23,48,215

Corpus left

+₹20,18,215 net gain — withdrew ₹6,70,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹23,36,314

Value today

+0.4%

vs lumpsum

STP beat direct lumpsum by 0.4% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,97,779

Value today

4.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,97,779 — a 4.0× return

Read: Staying invested through crashes

Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹2,799 Cr
Min SIP₹0
Min Lumpsum₹5,000
BenchmarkNIFTY NEXT 50 TRI
Launch Date20 Mar 2015
AMFI Code134013

Risk Metrics

Trailing 1 year, annualised

-0.37

Sharpe Ratio

Alpha

Beta

-0.34

Sortino

18.59%

Std Dev

-21.96%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:NIFTY NEXT 50 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

SBI Nifty Next 50 ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

SBI Nifty Next 50 ETF is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹2,799 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY NEXT 50 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations