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SBI Nifty Index Fund(G)-Direct Plan

SBI Nifty Index Fund(G)-Direct Plan

Index FundsDirect GrowthHigh Risk

+7.16%

5Y annualised

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NAV : 09 Sep 2026

₹219.28

Min. SIP amount

₹500

Fund size (AUM)

13927 Cr

Expense ratio

0.19%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,19,745

Stock Allocation

Stock nameSectorAllocation
Hdfc Bank Ltd.Bank9.85%
Icici Bank Ltd.Bank9.45%
Reliance Industries Ltd.Crude Oil7.83%

Fund Composition

13927 Cr

Large Cap

100.02%

Sector Allocation

13927 Cr

Bank

29.48%

Crude Oil

8.65%

It

8.48%

Automobile & Ancillaries

7.06%

Finance

5.76%

Telecom

5.00%

Healthcare

4.80%

Fmcg

4.79%

Others

25.99%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.20% on or before 15D, Nil after 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VC

Viral Chhadva

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru NASDAQ 100 Index Fund(G)-Direct Plan

+30.03%
A

Aditya Birla SL Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
T

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan

+0.00%
S

SBI BSE PSU Bank Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Nifty Pharma Index Fund(G)-Direct Plan

+20.51%

FAQs

SBI Nifty Index Fund(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 01 Jan 2013. This fund is managed by Viral Chhadva. It is a Index Funds type of fund.

The current NAV of SBI Nifty Index Fund(G)-Direct Plan is ₹219.28 (as of 09 Sep 2026).

SBI Nifty Index Fund(G)-Direct Plan has delivered -5.00% in 1 year, 6.69% in 3 years, and 7.16% in 5 years (annualised).

The minimum SIP amount for SBI Nifty Index Fund(G)-Direct Plan is ₹500.

The expense ratio of SBI Nifty Index Fund(G)-Direct Plan is 0.19%.

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