Sbi Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 25
Rating
Growth Option 02-04-2026
NAV ₹16.76(R) +0.07% ₹17.15(D) +0.07%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.57% 17.77% -% -% -%
Direct -1.18% 18.3% -% -% -%
Benchmark
SIP (XIRR) Regular -14.74% 3.68% -% -% -%
Direct -14.39% 4.16% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.97 0.46 0.63 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.6% -26.73% -25.95% - 12.43%
Fund AUM As on: 30/12/2025 1838 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
- 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
- 11
- 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
- 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 02-04-2026

Scheme Name NAV Rupee Change Percent Change
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 16.76
0.0100
0.0700%
SBI Nifty Next 50 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 16.76
0.0100
0.0700%
SBI Nifty Next 50 Index Fund - Direct Plan - Growth 17.15
0.0100
0.0700%
SBI Nifty Next 50 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 17.15
0.0100
0.0700%

Review Date: 02-04-2026

Beginning of Analysis

In the Index Funds category, SBI Nifty Next 50 Index Fund is the 66th ranked fund. The category has total 90 funds. The 2 star rating shows a poor past performance of the SBI Nifty Next 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.97 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

SBI Nifty Next 50 Index Fund Return Analysis

  • The fund has given a return of -9.62%, -11.82 and -9.14 in last one, three and six months respectively. In the same period the category average return was -7.55%, -11.6% and -7.85% respectively.
  • SBI Nifty Next 50 Index Fund has given a return of -1.18% in last one year. In the same period the Index Funds category average return was 0.2%.
  • The fund has given a return of 18.3% in last three years and ranked 23.0rd out of eighty eight funds in the category. In the same period the Index Funds category average return was 13.48%.
  • The fund has given a SIP return of -14.39% in last one year whereas category average SIP return is -13.36%. The fund one year return rank in the category is 74th in 183 funds
  • The fund has SIP return of 4.16% in last three years and ranks 32nd in 82 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (19.19%) in the category in last three years.

SBI Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 16.6 and semi deviation of 12.43. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -26.73 and a maximum drawdown of -25.95. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -9.65
    -7.63
    		-15.80 | 0.50 181 | 221 Poor
    3M Return % -11.91
    -11.74
    		-25.49 | 1.37 73 | 221 Good
    6M Return % -9.32
    -8.09
    		-24.09 | 5.69 136 | 211 Average
    1Y Return % -1.57
    -0.34
    		-23.29 | 28.16 89 | 190 Good
    3Y Return % 17.77
    12.97
    		7.03 | 21.67 21 | 88 Very Good
    1Y SIP Return % -14.74
    -13.82
    		-41.59 | 11.63 72 | 187 Good
    3Y SIP Return % 3.68
    3.04
    		-2.38 | 18.53 33 | 86 Good
    Standard Deviation 16.60
    12.06
    		0.60 | 22.45 84 | 102 Poor
    Semi Deviation 12.43
    8.86
    		0.37 | 16.91 83 | 102 Poor
    Max Drawdown % -25.95
    -15.82
    		-29.16 | 0.00 92 | 102 Poor
    VaR 1 Y % -26.73
    -15.41
    		-34.57 | 0.00 89 | 102 Poor
    Average Drawdown % -14.42
    -5.73
    		-14.55 | 0.00 96 | 102 Poor
    Sharpe Ratio 0.97
    1.00
    		-0.17 | 2.42 41 | 102 Good
    Sterling Ratio 0.63
    0.66
    		0.05 | 1.48 50 | 102 Good
    Sortino Ratio 0.46
    0.59
    		-0.02 | 2.60 41 | 102 Good
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -9.62 -7.55 -15.76 | 0.53 191 | 228 Poor
    3M Return % -11.82 -11.60 -25.37 | 1.42 78 | 227 Good
    6M Return % -9.14 -7.85 -23.85 | 5.94 150 | 216 Average
    1Y Return % -1.18 0.20 -22.79 | 29.00 100 | 190 Average
    3Y Return % 18.30 13.48 7.24 | 22.40 23 | 88 Good
    1Y SIP Return % -14.39 -13.36 -41.20 | 12.19 74 | 183 Good
    3Y SIP Return % 4.16 3.44 -1.70 | 19.19 32 | 82 Good
    Standard Deviation 16.60 12.06 0.60 | 22.45 84 | 102 Poor
    Semi Deviation 12.43 8.86 0.37 | 16.91 83 | 102 Poor
    Max Drawdown % -25.95 -15.82 -29.16 | 0.00 92 | 102 Poor
    VaR 1 Y % -26.73 -15.41 -34.57 | 0.00 89 | 102 Poor
    Average Drawdown % -14.42 -5.73 -14.55 | 0.00 96 | 102 Poor
    Sharpe Ratio 0.97 1.00 -0.17 | 2.42 41 | 102 Good
    Sterling Ratio 0.63 0.66 0.05 | 1.48 50 | 102 Good
    Sortino Ratio 0.46 0.59 -0.02 | 2.60 41 | 102 Good
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sbi Nifty Next 50 Index Fund NAV Regular Growth Sbi Nifty Next 50 Index Fund NAV Direct Growth
    02-04-2026 16.764 17.1505
    01-04-2026 16.7524 17.1384
    30-03-2026 16.3306 16.7065
    27-03-2026 16.7867 17.1726
    25-03-2026 17.2006 17.5957
    24-03-2026 16.8605 17.2476
    23-03-2026 16.6055 16.9865
    20-03-2026 17.2637 17.6594
    19-03-2026 17.1828 17.5766
    18-03-2026 17.7491 18.1556
    17-03-2026 17.5747 17.9771
    16-03-2026 17.424 17.8227
    13-03-2026 17.4869 17.8865
    12-03-2026 17.954 18.3641
    11-03-2026 17.9684 18.3786
    10-03-2026 18.1658 18.5803
    09-03-2026 17.8541 18.2613
    06-03-2026 18.235 18.6503
    05-03-2026 18.3017 18.7183
    04-03-2026 18.0534 18.4642
    02-03-2026 18.5537 18.9754

    Fund Launch Date: 19/May/2021
    Fund Category: Index Funds
    Investment Objective: The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
    Fund Description: An open-ended Scheme tracking Nifty Next 50 Index
    Fund Benchmark: Nifty Next 50 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.