Insights of SBI ETF NIFTY NEXT 50

Mutual Fund

SBI ETF NIFTY Next 50 is an open-ended growth fund. This fund invests in companies which are under Nifty Next 50. SBI ETF NIFTY Next 50 provides its customers with the opportunity to invest in these emerging funds in the most cost-effective manner.

SBI ETF NIFTY Next 50 Fund is managed by Mr. Raviprakash Sharma. The benchmark of SBI ETF NIFTY Next 50 is Nifty Next 50 with moderately high risk profile. SBI ETF NIFTY Next 50 was launched on 2nd March 2015.

Investment Strategy of SBI ETF NIFTY Next 50 Fund

  • SBI ETF NIFTY Next 50 Fund under SBI fund house invests 99.91% in equity stocks, out of which 81.21% in large-cap stocks and 18.7% in mid cap stocks.
  • SBI ETF NIFTY Next 50 Mutual Fund investment offers high return with the calculated risk factor.
  • Those who have a high risk appetite can easily invest in SBI ETF NIFTY Next 50 Fund.
  • SBI ETF NIFTY Next 50 fund expense ratio is quite low, that means you need to pay very minimum amount of management fees for this fund.
  • SBI ETF NIFTY Next 50 expense ratio is as low as 0.23%.
  • SBI ETF NIFTY Next 50 Fund provides good amount of return which closely corresponds to the returns of the benchmark index.

Top 5 Sectors of SBI ETF NIFTY Next 50 Fund

S.No. Holding Name Net Assets (in %)
1 Pharmaceuticals & Drugs 12.67
2 Household &Personal Products 12.21
3 Insurance 8.66
4 Consumer Food 8.48
5 Cement & Construction Materials 7.57

(as on 28/03/2019)

Top 10 Holdings of SBI ETF NIFTY Next 50 Fund

S.No. Holding Name Net Assets (in %)
1 Britannia Industries Ltd. 5.70
2 Godrej Consumer Products Ltd. 4.03
3 Dabur India Ltd.   3.92
4 Piramal Enterprises Ltd.   3.24
5 Shree Cement Ltd.   3.20
6 Aurobindo Pharma Ltd.   3.17
7 Motherson Sumi Systems Ltd.   3.09
8 Lupin Ltd.   2.90
9 Havells India Ltd.   2.83
10 Pidilite Industries Ltd.   2.78

(as on 28/03/2019)

Details of SBI ETF NIFTY Next 50 Fund

Launch Date- March 16, 2015
Fund Manager- Mr. Raviprakash Sharma
Risk- Moderately High
Benchmark- NIFTY Next 50 Total Return Index
Return Since Launch- 10.69%

AUM- Rs. 25.04 crore (as on 28th Feb, 2019)

  1-Year 3-Year 5-Year 10-Year
Fund -1.48 16.09
S&P BSE SENSEX Next 50 TRI 2.71 15.05
Category 11.71 15.08
Rank within Category 88 27
Number of funds in category 91 76
As on Mar 28, 2019

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