SBI Nifty Next 50 Index Fund Direct Growth

Scheme code: INF200KA1W00 NAV value: ₹ 17.5766 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	-12.40	72.46	5.57	16.98	9.23
3 year	12.03	24.57	18.98	19.14	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.98
3 year	6.28	30.95	15.04	19.14
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	16.98
3 year	6.56	19.64	13.57	19.14
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	16.98
3 year	7.68	21.49	15.06	19.14
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	16.98
3 year	8.04	32.03	17.81	19.14
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: ₹12,72,658 - Absolute Returns: ₹72,658 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,48,185 - Absolute Returns: ₹12,48,185 - CAGR: %

Max Drawdown

-26.50 %

Drawdown Duration

5 months

Avg Drawdown

-7.43 %

1 Y

0.6407

3 Y

0.7222

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.25	1.07	111.7	104.7	9.07 %	4.00 %
3 years	8.21	1.14	113.5	103.0	20.16 %	11.28 %
5 years	3.08	1.06	102.1	97.7	12.03 %	8.82 %
7 years	2.24	1.06	102.1	97.7	8.45 %	6.23 %
10 years	1.64	1.06	102.1	97.7	5.84 %	4.32 %
12 years	1.42	1.06	102.1	97.7	4.85 %	3.59 %
15 years	1.21	1.06	102.1	97.7	3.86 %	2.86 %