Fundalysisby DARKHORSESTOCKS

Scheme

SBI Nifty Next 50 Index Fund

Holds 50 companies worth ₹2,329 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹2,318 CrSBI Nifty Next 50 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.0% on Aug 2026, ₹2,366 Cr.

  • Largest holding

    Divi s Laboratories LimitedDivi s Laboratories Limited is 4.9% of this scheme's NAV.

  • Fund manager

    Raviprakash SharmaRuns it since 20 Mar 2015, as the fund house dates it.

AUM(Jun 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,318−2.0%
Aug 20262,366+4.1%
Jul 20262,273+5.4%
Jun 20262,157+3.0%
May 20262,094+3.3%
Apr 20262,029+18.5%
Mar 20261,711−9.9%
Feb 20261,900+4.8%
Jan 20261,813−1.0%
Dec 20251,832−0.8%
Nov 20251,847+1.2%
Oct 20251,825−1.0%
AUM at month end, Sept 2026
₹2,318 Cr
+27.0% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Jun 2021 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202667.60%+0.25 pt
Jun 202667.35%+1.12 pt
Mar 202666.23%+1.36 pt
Dec 202564.87%−0.44 pt
Direct plans' share of AUM, Sept 2026
67.60%
+2.73 pt since Dec 2025
Fig. 2.SBI Nifty Next 50 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Next 50 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−6.47%−6.50%––−4.10%
3 months *
−4.42%−4.51%––−3.57%
6 months *
+3.20%+3.00%––+2.05%
1 year
+0.04%−0.34%+0.39%−0.34 pt−0.35%
3 years
+15.89%+15.39%+16.31%−0.42 pt+7.62%
5 years
+10.07%+9.57%+10.46%−0.39 pt+7.18%
Since launch
+12.56%+12.04%+12.98%−0.42 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Next 50 TRI. * From NAVs. Source: AMFI.