SBI Nifty Index Fund Direct Growth

Scheme code: INF200K01TE8 NAV value: ₹ 213.7730 NAV date: 19 March, 2026 TER: 0.19%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-33.06	95.04	12.39	14.38	9.23
3 year	-4.91	31.78	13.22	12.94	15.72
5 year	-1.46	25.82	13.30	13.29	15.28
7 year	4.89	16.22	13.12	12.71	12.94
10 year	10.31	15.00	12.93	12.92	13.12
12 year	11.97	14.58	13.38	13.32	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.38
3 year	6.28	30.95	15.04	12.94
5 year	8.38	26.02	14.22	13.29
7 year	10.18	15.62	12.93	12.71
10 year	11.42	12.93	12.18	12.92
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	14.38
3 year	6.56	19.64	13.57	12.94
5 year	9.22	12.29	10.75	13.29

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.38
3 year	7.68	21.49	15.06	12.94
5 year	10.37	13.5	11.93	13.29

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.38
3 year	8.04	32.03	17.81	12.94
5 year	8.18	28.64	15.34	13.29
7 year	10.64	16.42	13.77	12.71
10 year	12.56	14.06	13.31	12.92

SIP rolling returns

Summary

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,169 - Absolute Returns: ₹76,169 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,45,446 - Absolute Returns: ₹7,45,446 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,07,393 - Absolute Returns: ₹24,07,393 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,35,282 - Absolute Returns: ₹53,35,282 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,46,29,878 - Absolute Returns: ₹1,26,29,878 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,35,24,603 - Absolute Returns: ₹1,91,24,603 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.39 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.89 %

Calmar Ratio by Duration

1 Y

0.3746

3 Y

0.3371

5 Y

0.3462

7 Y

0.3311

10 Y

0.3366

12 Y

0.347

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.89	1.00	100.5	99.4	4.88 %	4.00 %
3 years	1.02	1.00	100.6	99.3	12.30 %	11.28 %
5 years	1.00	1.00	100.5	99.4	10.44 %	9.44 %
7 years	0.88	1.00	100.4	99.5	11.61 %	10.74 %
10 years	0.93	1.00	100.4	99.4	12.98 %	12.06 %
12 years	0.77	1.00	100.4	99.4	10.76 %	10.00 %
15 years	0.60	1.00	100.4	99.4	8.52 %	7.92 %