FundLens
35
Index — Broad MarketAvoid

SBI Nifty 500 Index

SBI · Direct–Growth · rank #13 of 14 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.4%
-0.3% vs index
3 Years
5 Years
Since launch
-0.9%

Year-by-year performance

last entry = YTD
2025
+7.4%
2026
-3.8%

Why this score

SBI Nifty 500 Index scores 35/100 — #13 of 14 Index — Broad Market fund (Avoid). It stands out for fund size — beating 89% of peers on fund size. The main drag is its sharpe ratio (better than only 14% of peers).

Each bar shows the fund's percentile vs Index — Broad Market peers — a longer bar beats more of the category.

Sharpe ratio-0.53 · 14th percentile in category
Alpha-2.10 · 5th percentile in category
Fund size779.93 Cr · 89th percentile in category
Sortino ratio-0.71 · 14th percentile in category
1Y return-2.35% · 12th percentile in category
Volatility14.11 · 59th percentile in category

Other Index — Broad Market funds