49
Index — Large CapHold
SBI Nifty Index
SBI · Direct–Growth · rank #40 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-0.1% vs index
3 Years
7.9%
-0.1% vs index
5 Years
7.6%
-0.0% vs index
Since launch
11.4%
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
-7.8%-0.0% vs index
Why this score
SBI Nifty Index scores 49/100 — #40 of 82 Index — Large Cap fund (Hold). It stands out for volatility and fund size — beating 89% of peers on volatility. The main drag is its 3y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return7.93% · 28th percentile in category
Volatility13.12 · 89th percentile in category
Fund size14113.87 Cr · 96th percentile in category
Alpha-1.69 · 22nd percentile in category
5Y return7.64% · 40th percentile in category
Expense ratio0.25% · 73rd percentile in category
Top holdings
1.HDFC Bank Ltd10.23%
2.ICICI Bank Ltd9.18%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.35%
5.Larsen & Toubro Ltd4.11%
51 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.