SBI Nifty50 Equal Weight Index Fund Regular - IDCW

SBI Nifty50 Equal Weight Index Fund Regular - IDCW: Mutual Fund Overview

SBI Nifty50 Equal Weight Index Fund Regular - IDCW is an Large Cap mutual fund with over 2.14 years of performance history. The scheme manages an AUM of ₹1060.93 Cr and has a NAV of ₹10.9041. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 1.5%.

Equity, Large Cap, Principal at very high risk

1 Year Return 1.5% at 24 Mar 2026 03:13 PM

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Fund Details

NAV 10.9041

Sub-Type Large Cap

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 2.14

Fund Size(in Crores) 1060.93

Fund Performance

1 Month -11.74%

3 Month -11.11%

6 Month -8.58%

1 Year 1.5%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.87%) Market Cap Large Cap 97.83 Mid Cap 2.04 Top Sectors Financial 18.46 Automobile 10.21 Healthcare 10.07 Services 9.47 Energy 8.8 Technology 8.06 Materials 8.02 Consumer Staples 7.56 Metals & Mining 6.96 Insurance 3.94 Capital Goods 2.24 Consumer Discretionary 2.17 Construction 2.12 Communication 1.79 Top Holding Cipla 1.79 NTPC 2.36 Asian Paints 1.73 Kotak Mahindra Bank 1.92 Larsen & Toubro 2.12 Bajaj Finserv 1.98 Axis Bank 2.26 Coal India 2.15 Interglobe Aviation 1.91 JIO Financial 1.72 Tata Motors Passenger Vehicles 2.14 HDFC Bank 1.79 Max Healthcare Institute 2.04 Eternal 1.75 State Bank of India 2.49 Power Grid Corporation Of India 2.26 ONGC 2.39 JSW Steel 2.32 Grasim Industries 1.99 Bharti Airtel 1.79 Shriram Finance 2.25 Hindalco Industries 2.12 SBI Life Insurance Company 2.02 Bharat Electronics 2.24 Trent 1.82 Adani Enterprises 1.94 ICICI Bank 2.05 Sun Pharmaceutical Industries 2.02 ITC 1.56 Eicher Motors 2.19 Reliance Industries 1.79 Bajaj Auto 2.21 Wipro 1.51 Adani Ports and Special Economic Zone 2.05 Bajaj Finance 2 Ultratech Cement 2.15 Mahindra & Mahindra 1.88 HCL Technologies 1.68 Hindustan Unilever 2.02 Tata Consultancy 1.61 Maruti Suzuki India 1.79 Tech Mahindra 1.69 Titan Company 2.17 HDFC Life Insurance 1.92 Nestle India 2.03 Infosys 1.57 Apollo Hospitals Enterprise 2.19 Tata Consumer Products 1.95 Dr. Reddy's Laboratories 2.03 Tata Steel 2.52

Debt & Others (0.13%) Sector Allocation Net Payables -0.01 Repo 0.14 Debt Credit Ratings Debt Category Others 0.13

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.94%

Exit Load 0.25%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Viral Chhadva

Education Mr. Chhadva has done MFM (Finance) and CFA

Experience Prior to joining SBI Mutual Fund, he has worked with India Infoline Ltd. and ICICI Securities

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 20

Date of Incorporation 2024-01-31

Total AUM 1268212.63

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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SBI Nifty50 Equal Weight Index Fund Regular - IDCW FAQs

How to invest in SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

Investing in SBI Nifty50 Equal Weight Index Fund Regular - IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The term expense ratio for SBI Nifty50 Equal Weight Index Fund Regular - IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Nifty50 Equal Weight Index Fund Regular - IDCW is 0.94% as of 24 Mar 2026.

What is the NAV of SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The NAV of SBI Nifty50 Equal Weight Index Fund Regular - IDCW is ₹10.9041 as of 24 Mar 2026.

What is the AUM of SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The AUM (Assets Under Management) of SBI Nifty50 Equal Weight Index Fund Regular - IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Nifty50 Equal Weight Index Fund Regular - IDCW is ₹1060.93 Cr as of 24 Mar 2026.

What is the PE and PB ratio of SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The PE ratio of SBI Nifty50 Equal Weight Index Fund Regular - IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

Yes, you can invest in SBI Nifty50 Equal Weight Index Fund Regular - IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of SBI Nifty50 Equal Weight Index Fund Regular - IDCW in the last 5 years?

The return of SBI Nifty50 Equal Weight Index Fund Regular - IDCW in the last 5 years is 0.0%.

What is the minimum SIP investment required in SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The minimum SIP investment in SBI Nifty50 Equal Weight Index Fund Regular - IDCW depends on the fund's scheme rules and usually starts at a small amount. For SBI Nifty50 Equal Weight Index Fund Regular - IDCW, the minimum SIP amount is ₹500.0.

What is the current NAV of SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The NAV of SBI Nifty50 Equal Weight Index Fund Regular - IDCW, as of 24 Mar 2026, is ₹10.9041.

Who manages the SBI Nifty50 Equal Weight Index Fund Regular - IDCW?

The fund managers responsible for SBI Nifty50 Equal Weight Index Fund Regular - IDCW are: