FundLens
77
Index — Large CapBuy

SBI Nifty Next 50 Index

SBI · Direct–Growth · rank #5 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
7.0%
+9.6% vs index
3 Years
18.6%
+10.6% vs index
5 Years
14.0%
+3.8% vs index
Since launch
14.5%

Year-by-year performance

last entry = YTD
2022
+0.5%
2023
+26.9%
2024
+27.8%
2025
+2.6%
2026
+5.3%

Why this score

SBI Nifty Next 50 Index scores 77/100 — #5 of 81 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 89% 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 return18.59% · 89th percentile in category
5Y return14.01% · 82nd percentile in category
Sharpe ratio0.66 · 94th percentile in category
Sortino ratio0.89 · 97th percentile in category
Volatility18.35 · 20th percentile in category
Fund size2156.90 Cr · 85th percentile in category

Other Index — Large Cap funds