SBI ETF Sensex Next 50 Overview

Mutual Fund

SBI ETF Sensex Next 50 is an open-ended equity large cap fund. The launch date of the fund is 3rd October 2018. SBI ETF Sensex Next 50 is managed by Mr. Raviprakash Sharma.

SBI ETF Sensex Next 50 Fund is a new fund but it is performing well since it has launched on the market. SBI ETF Sensex Next 50 has 99.31% investment in Indian stocks of which 65.36% is in large-cap stocks and 33.63% is in mid-cap stocks. The asset of this fund is Rs. 3 cr. (as on 31st March 2019). You can invest online in mutual fund scheme. The minimum investment is Rs.5000. for SBI ETF Sensex Next 50. The return since launch is 5.00%. The benchmark of this fund is S&P BSE SENSEX Next 50 TRI. The risk is moderately high for SBI ETF Sensex Next 50 Fund. Harness the growth potential of companies which are at the cusp of the big league with SBI – ETF Sensex Next 50. The fund offers investors a cost-efficient and convenient way to invest in these emerging companies, which are part of the underlying index.

Top 10 holdings of SBI ETF Sensex Next 50

Company

Holdings (%)

UPL Limited

4.7

Bharti Infratel Limited

3.58

Piramal Enterprises Limited

3.25

Dabur India Limited

3.1

Aurobindo Pharma Limited

2.97

Divis Laboratories Limited

2.91

Hindustan Petroleum Corporation Limited

2.84

Havells India Limited

2.59

Pidilite Industries Limited

2.57

Top 5 Sectors of SBI ETF Sensex Next 50

Sector

Allocation (%)

Finance

16.89

Pharmaceuticals

12.46

Consumer Non Durables

8.88

Auto Ancillaries

7.55

Cement

6.42

Banks

5.56

Pesticides

4.7

Chemicals

3.96

Consumer Durables

3.84

SBI ETF Sensex Next 50

•       AUM Size- Rs.3cr.(31st March 2019)

•        Fund Manager- Mr. Raviprakash Sharma

•        Expense Ratio- NIL

•        Launch Date- 3rd October 2018.

•        Benchmark- S&P BSE Sensex Next 50

•        Risk- Moderately High

•        Return Since Launch- 4.26%

Performance

 

YTD

1-Month

3-Month

1-Year

3-Year

5-Year

10-Year

Fund

0.25

-0.04

4.58

S&P BSE SENSEX Next 50 TRI

0.29

-0.03

4.62

Category

6.40

1.93

8.02

Rank within Category

91

103

91

Number of funds in category

99

106

100

As on Apr 26, 2019

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