SBI Nifty 500 Index Fund Direct Growth

Scheme code: INF200KB1381 NAV value: ₹ 8.8178 NAV date: 19 March, 2026 TER: 0.31%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-1.66	17.21	7.17	7.26	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	7.26
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	7.26
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	7.26
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	7.26
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,752 - Absolute Returns: ₹54,752 - CAGR: %

Max Drawdown

-16.10 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-4.48 %

1 Y

0.451

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.68	1.03	104.8	101.3	6.60 %	4.00 %
3 years	0.11	1.05	104.7	105.8	-2.24 %	-1.90 %
5 years	0.20	1.05	104.7	105.8	-1.35 %	-1.14 %
7 years	0.24	1.05	104.7	105.8	-0.97 %	-0.82 %
10 years	0.27	1.05	104.7	105.8	-0.68 %	-0.57 %
12 years	0.29	1.05	104.7	105.8	-0.57 %	-0.48 %
15 years	0.30	1.05	104.7	105.8	-0.45 %	-0.38 %