48
Index — Large CapHold
SBI Nifty Index
SBI · Direct–Growth · rank #41 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-7.4%
-0.1% vs index
3 Years
6.0%
-0.1% vs index
5 Years
6.8%
-0.0% vs index
Since launch
11.1%
Year-by-year performance
2021
+25.1%-0.2% vs index
2022
+5.4%-0.0% vs index
2023
+21.0%+0.0% vs index
2024
+9.8%+0.0% vs index
2025
+11.6%-0.1% vs index
2026
-10.0%-0.0% vs index
Why this score
SBI Nifty Index scores 48/100 — #41 of 82 Index — Large Cap fund (Hold). It stands out for volatility and fund size — beating 87% of peers on volatility. The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return6.02% · 31st percentile in category
Volatility13.15 · 87th percentile in category
Fund size13927.86 Cr · 96th percentile in category
5Y return6.81% · 38th percentile in category
Expense ratio0.24% · 75th percentile in category
Alpha-1.60 · 23rd percentile in category
Top holdings
1.HDFC Bank Ltd9.85%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.