FundLens
48
Index — Large CapHold

SBI Nifty Index

SBI · Direct–Growth · rank #41 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.8%
-0.1% vs index
3 Years
8.0%
-0.0% vs index
5 Years
10.1%
-0.0% vs index
Since launch
11.6%

Year-by-year performance

last entry = YTD
2021
+25.1%
2022
+5.4%
2023
+21.0%
2024
+9.8%
2025
+11.6%
2026
-6.9%

Why this score

SBI Nifty Index scores 48/100 — #41 of 81 Index — Large Cap fund (Hold). It stands out for volatility and fund size — beating 91% of peers on volatility. The main drag is its 3y return (better than only 30% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Volatility13.11 · 91st percentile in category
3Y return7.98% · 30th percentile in category
Fund size13646.15 Cr · 96th percentile in category
Alpha-1.73 · 24th percentile in category
5Y return10.12% · 41st percentile in category
Sharpe ratio0.11 · 38th percentile in category

Other Index — Large Cap funds