51
Index — Large CapHold
SBI Nifty Index
SBI · Direct–Growth · rank #35 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-10.2%
-0.1% vs index
3 Years
6.2%
-0.1% vs index
5 Years
5.4%
-0.0% vs index
Since launch
10.9%
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
-11.7%-0.0% vs index
Why this score
SBI Nifty Index scores 51/100 — #35 of 82 Index — Large Cap fund (Hold). It stands out for volatility and fund size — beating 88% 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 return6.22% · 31st percentile in category
Volatility13.34 · 88th percentile in category
Fund size13189.73 Cr · 96th percentile in category
Expense ratio0.23% · 77th percentile in category
Alpha-1.64 · 23rd percentile in category
5Y return5.42% · 40th percentile in category
Top holdings
1.HDFC Bank Ltd10.4%
2.ICICI Bank Ltd9.07%
3.Reliance Industries Ltd7.6%
4.Bharti Airtel Ltd5.12%
5.Larsen & Toubro Ltd4.21%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.