SBI ETF Nifty Next 50 - Latest NAV, Returns, Performance & Portfolio

SBI ETF Nifty Next 50

  • highlight11.68%
  • highlight2.26(0.85%)

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years11.68%
1 Year-8.8%
6 Months-3.88%
Fund Details
ISININF200KA1598
RiskModerately High risk
Fund TypeMid-Cap
NAV267.2992
Exit Load--

More about this fundstar

Top HoldingsWeightage
Godrej Consumer Products Ltd3.54%
Shree Cement Ltd3.47%
Aurobindo Pharma Ltd3.31%
Dabur India Ltd3.23%
Divi's Laboratories Ltd3.2%
Hindustan Petroleum Corp Ltd3.12%
Piramal Enterprises Ltd3.06%
Lupin Ltd3%
HDFC Life Insurance Co Ltd2.81%
Havells India Ltd2.78%

About SBI ETF Nifty Next 50

The SBI ETF Nifty Next 50 is an open-ended scheme which aims to provide returns closely corresponding to the total returns of the securities as represented by the underlying index. The scheme will not invest more than 5% in Money Market Instruments. SBI ETF Nifty Next 50 aims to achieve capital appreciation over a long-term investment horizon.

Pros & Cons of SBI ETF Nifty Next 50

SBI ETF Nifty Next 50 offers the following benefits:

  1. The fund enables investors to be a part of companies that are on the verge of making it big.
  2. The scheme is a cost-effective and convenient method for investing in upcoming top companies.
  3. The 1-year and 2-year returns of the fund are lower than the average category return.

Fund Information and Statistics of SBI ETF Nifty Next 50

i) Inception / Launch date

The SBI ETF Nifty Next 50 was launched on March 02, 2015 by SBI Mutual fund.

ii) Risk level

The scheme is a moderately high-risk investment and suitable for investors who are seeking long-term wealth creation by investing in potential of Nifty Next 50 companies.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from the date of receipt of the request.

iv) Fund Manager

The fund is managed by Mr Raviprakash Sharma since inception. He is a B.com, CA, and CFA (USA).

v) Entry / Exit load

The fund house does not charge any entry load or exit load.

Tax benefits of investing in SBI ETF Nifty Next 50

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About SBI Mutual Fund

SBI Mutual Fund is equipped with over 30 years of experience in delivering value and nurturing trust among the investors. The fund house strives to set new benchmarks by through well-research investment and active fund management based on analysis. It also believes in growing through innovation and optimal risk management.

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Frequently Asked Questions

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Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns