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.

Overview(27 Feb 2026)

Fund managers1

  1. Raviprakash SharmaFund manager · Mar 2015 · 26y · B.Com

    Key facts

    Benchmark
    Nifty Next 50 TRI
    Risk
    VERY HIGH
    Expense
    Regular 0.66%
    Started
    19 May 2021
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 27 Feb 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Feb 2026.

    Source.Its filings at NSE, since Feb 2026.

    Fund managers over time(May 2021 – now)

    1. Raviprakash Sharma
    MainCoSlice20222023202420252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Feb 2026 – Feb 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    27 Feb 20260.66%––
    Direct plan, 27 Feb 2026
    –%
    Regular plan 0.66%
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(27 Feb 2026)

    Objective

    The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Benchmark
    Nifty Next 50 TRI

    How to invest(27 Feb 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹5,000

    Scheme details(27 Feb 2026)

    What it is

    Category
    OTHER SCHEMES
    Offer
    28 Apr 2021 to 11 May 2021
    Started
    19 May 2021
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    Yes
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/O/EIN/21/03/0124