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InvestVerdict

SBI Nifty50 Equal Weight Index Fund

Direct Plan · Growth · Index Funds · Scheme code 152370

NAV₹12.3781as on 28 Aug 2026
Fund houseSBI Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth
History2.6 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -0.292.590.49 6.85—— ——7.93
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 13.8% 0.10 0.15 0.97 2.13% -18.1% 94.22
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 30 months this scheme and its benchmark share.

Growth of ₹100 since launch

971071161262026InvestVerdict

Drawdown from peak (%)

0%-7%-13%-20%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
79 -3.3% 6.2% 19.2% 6%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

SBI Nifty50 Equal Weight Index Fund

Direct Plan · Growth

Allocation

By asset

Equity99.75%
Cash & Equivalents0.25%

By market cap

Large Cap95.61%
Mid Cap4.14%

Concentration

Number of stocks50
Top 5 stocks10.42%
Top 10 stocks20.62%
Top 20 stocks40.75%
Largest holding2.14%
Largest sectorAutomobiles 10.04%
Effective stocks50.2
Cash0.25%
InvestVerdict

SBI Nifty50 Equal Weight Index Fund

Direct Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Automobiles2.14%
2— Healthcare Services2.09%
3— Retailing2.07%
4— Transport Services2.07%
5— Finance2.05%
6— Pharmaceuticals & Biotechnology2.05%
7— Pharmaceuticals & Biotechnology2.04%
8— Consumer Durables2.04%
9— Food Products2.04%
10— Finance2.03%
11— Healthcare Services2.03%
12— Retailing2.03%
13— Automobiles2.02%
14— Banks2.02%
15— Automobiles2.01%
16— Banks2.01%
17— Finance2.01%
18— Power2.00%

Sector split

Automobiles — 10.0%Banks — 9.9%IT - Software — 9.7%Finance — 8.1%Pharmaceuticals & Biotechnology — 6.1%Healthcare Services — 4.1%Retailing — 4.1%Consumer Durables — 4.0%Ferrous Metals — 4.0%Other — 40.0%Automobiles10.0%Banks9.9%IT - Software9.7%Finance8.1%Pharmaceuticals & Biotech…6.1%Healthcare Services4.1%Retailing4.1%Consumer Durables4.0%Ferrous Metals4.0%Other40.0%
Automobiles10.04%
Banks9.91%
IT - Software9.65%
Finance8.08%
Pharmaceuticals & Biotechnology6.08%
Healthcare Services4.12%
Retailing4.10%
Consumer Durables4.02%
Ferrous Metals3.98%
Power3.97%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.