76
Index — Large CapBuy
SBI Nifty Next 50 Index
SBI · Direct–Growth · rank #7 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
+11.8% vs index
3 Years
16.6%
+10.6% vs index
5 Years
11.3%
+4.5% vs index
Since launch
13.8%
Year-by-year performance
2022
+0.5%-4.9% vs index
2023
+26.9%+5.8% vs index
2024
+27.8%+18.0% vs index
2025
+2.6%-9.1% vs index
2026
+4.4%+14.4% vs index
Why this score
SBI Nifty Next 50 Index scores 76/100 — #7 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 88% of peers on 3y return. The main drag is its volatility (better than only 20% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return16.63% · 88th percentile in category
5Y return11.35% · 85th percentile in category
Sharpe ratio0.55 · 91st percentile in category
Sortino ratio0.74 · 92nd percentile in category
Volatility18.33 · 20th percentile in category
Fund size2366.06 Cr · 85th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.88%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.24%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.