FundLens
41
Index — Large CapAvoid

SBI Nifty50 Equal Weight Index

SBI · Direct–Growth · rank #53 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
3.4%
+5.9% vs index
3 Years
5 Years
Since launch
7.2%

Year-by-year performance

last entry = YTD
2025
+14.2%
2026
-1.7%

Why this score

SBI Nifty50 Equal Weight Index scores 41/100 — #53 of 82 Index — Large Cap fund (Avoid). It stands out for fund size and alpha — beating 70% of peers on fund size. The main drag is its expense ratio (better than only 13% of peers).

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

Expense ratio0.50% · 13th percentile in category
Sharpe ratio0.05 · 31st percentile in category
Fund size1082.48 Cr · 70th percentile in category
Volatility13.81 · 35th percentile in category
Sortino ratio0.07 · 31st percentile in category
Alpha1.17 · 63rd percentile in category

Top holdings

top 5 = 11.4% of portfolio
1.HCL Technologies Ltd2.35%
2.Zomato Ltd2.3%
3.Bajaj Auto Ltd2.3%
4.Bajaj Finance Ltd2.24%
5.Bajaj Finserv Ltd2.22%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds