76
Index — Large CapBuy
SBI Nifty Next 50 Index
SBI · Direct–Growth · rank #7 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+9.8% vs index
3 Years
15.7%
+9.4% vs index
5 Years
9.8%
+4.4% vs index
Since launch
12.6%
Year-by-year performance
2022
+0.5%-4.9% vs index
2023
+26.9%+5.8% vs index
2024
+27.8%+18.0% vs index
2025
+2.6%-9.1% vs index
2026
-0.4%+11.3% vs index
Why this score
SBI Nifty Next 50 Index scores 76/100 — #7 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 88% 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 return15.71% · 88th percentile in category
5Y return9.84% · 84th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Sortino ratio0.67 · 94th percentile in category
Volatility18.45 · 20th percentile in category
Fund size2317.80 Cr · 85th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.86%
2.TVS Motor Company Ltd3.97%
3.Hindustan Aeronautics Ltd3.64%
4.Tata Motors Ltd3.63%
5.Adani Power Ltd3.49%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.