SBI Nifty Index (Equity, Large Cap)

Moderately High
17 yrs 1 monthsStarted on:04 Feb 2002
₹ 347.76 Cras on: 15 Feb 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is a passively managed index fund, which would invest in all the stocks comprising Nifty 50 Index in the same proportion as their weightage in the index.

Exit Load

Scheme Documents

Similar Funds
Axis Bluechip
Current NAV 26.84
Return (CAGR) 11.44%
Value Research
Reliance Focused Large Cap
Current NAV 29.9
Return (CAGR) 9.48%
Value Research NA
SBI Bluechip
Current NAV 35.54
Return (CAGR) 10.24%
Value Research
HDFC Top 100
Current NAV 448.56
Return (CAGR) 19.55%
Value Research
ICICI Pru Bluechip
Current NAV 38.71
Return (CAGR) 13.43%
Value Research
Baroda Pioneer Large Cap
Current NAV 13.46
Return (CAGR) 3.49%
Value Research NA
Motilal Oswal Focused 25
Current NAV 19.81
Return (CAGR) 12.59%
Value Research
UTI Mastershare
Current NAV 113.9
Return (CAGR) 17.52%
Value Research
Franklin India Bluechip
Current NAV 431.91
Return (CAGR) 20.17%
Value Research
Aditya Birla SL Index
Current NAV 104.98
Return (CAGR) 15.39%
Value Research
DSP Top 100 Equity
Current NAV 187.11
Return (CAGR) 20.16%
Value Research
Principal Nifty 100 Equal Weight
Current NAV 65.7
Return (CAGR) 10.10%
Value Research


TenureReturns (CAGR)
3 Month1.01
1 YR2.32
2 YR11.46
3 YR14.96

SIP Returns

TenureReturns (CAGR)
2 YR4.54
3 YR8.71
5 YR8.42
10 YR9.75


Company Name% Assets
HDFC Bank Ltd.10.11
Reliance Industries Ltd.9.51
Housing Development Finance Corpn. Ltd.7.17
Infosys Ltd.6.45
ITC Ltd.5.41
ICICI Bank Ltd.5.31
Tata Consultancy Services Ltd.4.79
Kotak Mahindra Bank Ltd.3.8
Larsen & Toubro Ltd.3.67
Axis Bank Ltd.2.9

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio79
Standard Deviation14.03%
Sharpe Ratio0.51

Raviprakash Sharma

Mr. Sharma is a B.Com (H), Chartered Accountant and CFA (USA).
Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.

Other Funds Managed by Raviprakash Sharma

  • Nav as on 15 Feb 19 10.46
    Returns since inception (CAGR) 0.61%
    Value Research