Sushil Bajaj |
📅 Last Updated on: October 18, 2025
| Parameter | Details |
|---|---|
| Fund Name | SBI Nifty Index Fund |
| Type | An open-ended Scheme tracking Nifty 50 Index |
| Launch Date | 17 Jan, 2002 |
| Benchmark | Nifty 50 TRI |
| Fund Manager | Mr. Raviprakash Sharma |
| Assets Under Management (AUM) | Approx ₹10349.49 Cr (varies with date) |
| Exit Load | 0.20% if redeemed within 15 days |
| Min. Investment | SIP: ₹ 500 ; Lump sum: ₹ 5,000 |
| Risk Level | Very High (Equity Nifty 50 IndexI) |
The official objective of SBI Nifty Index Fund is:
The scheme will invest in stocks comprising the Nifty 50 index in the same proportion as their weightage in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.
Benchmark Index: Nifty 50 TRI
This product is suitable for investors who are seeking*
*Investors should consult their financial advisors if in doubt whether the product is suitable for them.
Here are some compelling reasons:
The fund mirrors the Nifty 50 Index, offering diversified exposure to India’s top 50 companies at a low expense ratio.
Since it tracks the benchmark index, the fund aims to deliver returns in line with the overall market performance.
By investing in the Nifty 50, you automatically get exposure to multiple leading sectors like banking, IT, energy, and FMCG.
Best suited for investors looking to build wealth over time through India’s economic growth.
The portfolio composition is straightforward and easy to track since it mirrors the Nifty 50 Index.
According to (14 Sep 2025), the sector allocations are:
For updated detailed Performance data and key informations as on November 7, 2025
Visit SBI Nifty Index Fund Performance Page
Expense Ratio: Check latest factsheet.
Exit Load: 0.20% if redeemed within 15 days; nil after 15 days.
Taxation:
🔗 How to Invest Online?
Index funds (especially index ones) can face challenges. Here’s a table summarizing common pain points and how this fund or investors might mitigate them:
| Investor Pain Point | How SBI Nifty Index Fund Helps |
|---|---|
| Market Volatility | The fund tracks a broad index (Nifty 50), spreading risk across 50 large-cap companies rather than concentrating on a few stocks. |
| High Costs | Being a passive index fund, it has a lower expense ratio compared to actively managed funds, helping investors keep more of their returns. |
| Lack of Diversification | Automatic exposure to multiple sectors and top companies reduces concentration risk. |
| Stock-Picking Anxiety | No need to pick individual stocks — the fund mirrors the Nifty 50 Index, eliminating guesswork and bias. |
| Transparency Concerns | Portfolio composition is clear and publicly available, making it easy to track holdings and sector allocation. |
| Long-Term Wealth Creation Uncertainty | Designed for long-term investing, it aligns with India’s economic growth and historically provides returns in line with the market. |
No lock-in period is applicable for this fund.
Latest closing NAV as on 16 Oct, 2025 for SBI NIfty Index Fund – Regular Plan – Growth is Rs. 226.2189
SBI Nifty Index Fund is rated as a VERY HIGH. Benchmark Riskometer for this fund is Nifty 50 Index.
The Fund manager for this fund is:
> Mr. Raviprakash Sharma since February 2011
The SBI Nifty Index Fund is a low-cost, transparent, and diversified way to invest in India’s top 50 companies through the Nifty 50 Index. It eliminates the need for stock picking, reduces sector concentration risk, and aligns with long-term wealth creation goals. Ideal for both beginners and seasoned investors, this fund offers a simple, effective way to participate in the growth of India’s equity market while keeping costs and complexity low.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future returns. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from SBI Mutual Fund.
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