SBI Nifty 500 Index Fund (G) Mutual fund

SBI Nifty 500 Index Fund (G)

Q: How to Invest in SBI Nifty 500 Index Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is SBI Nifty 500 Index Fund good?

The SBI Nifty 500 Index Fund has an AUM of ₹841.64 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.82%. The risk is Very High against the category average of 55.35.

Q: Is SBI Nifty 500 Index Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of SBI Nifty 500 Index Fund?

There is no lock-in period applicable on SBI Nifty 500 Index Fund.

Q: What is the expense ratio of SBI Nifty 500 Index Fund?

The expense ratio of SBI Nifty 500 Index Fund is 0.87%.

Equity

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Equity Index Fund

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Fund Details

Current NAV

₹9.23

Expense Ratio

0.87%

Min SIP

₹500

Fund Size

₹842Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: For exit on or before 15 days from the date of allotment - 0.25% For exit after 15 days from the date of allotment - Nil

Fund Performance

Alpha

-0.59%

Beta

1.01

Sharpe Ratio

-2.899

Risk

15.69%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

SBI Nifty 500 Index Fund (G) FAQs

Q1. How to Invest in SBI Nifty 500 Index Fund through Rupeezy?

Q2. Is SBI Nifty 500 Index Fund good?

Q3. Is SBI Nifty 500 Index Fund tax free?

Q4. What is the lock-in period of SBI Nifty 500 Index Fund?

Q5. What is the expense ratio of SBI Nifty 500 Index Fund?

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