FundLens
39
Index — Broad MarketAvoid

SBI Nifty 500 Index

SBI · Direct–Growth · rank #11 of 13 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.2%
-0.3% vs index
3 Years
5 Years
Since launch
-0.3%

Year-by-year performance

last entry = YTD
2025
+7.4%
2026
-2.7%

Why this score

SBI Nifty 500 Index scores 39/100 — #11 of 13 Index — Broad Market fund (Avoid). It stands out for fund size and volatility — beating 88% 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-0.47 · 14th percentile in category
Alpha-2.28 · 5th percentile in category
Fund size775.66 Cr · 88th percentile in category
Sortino ratio-0.64 · 14th percentile in category
Volatility14.51 · 64th percentile in category
1Y return-0.17% · 38th percentile in category

Other Index — Broad Market funds