Axis Nifty 100 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1825 Cr | ₹2020 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 May 2021 | 18 Oct 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 100 TRI |
| Turn Over | 52.85% | 9.69% |
| Expense Ratio | 0.76 | 0.92 |
| Manager | Raviprakash Sharma | Ashish Naik |
| ISIN Code | INF200KA1V76 | INF846K01S52 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.97% | 0.81% |
| 6 Month | 3.4% | 5.25% |
| 1 Year | -2.62% | 5.84% |
| 3 Year | 16.22% | 12.24% |
| 5 Year | - | 15.05% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.71% | 4.03% |
| 1 Year | 11.59% | 16.13% |
| 3 Year | 15.84% | 13.53% |
| 5 Year | - | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.58% | 12.89% |
| 3 Year | 19.06% | 15.08% |
| 5 Year | - | 17.24% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.81% | 12.49% |
| Sharp | 0.65% | 0.54% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.95% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Raviprakash Sharma | Ashish Naik |
| Total AUM | ₹8390 Cr | ₹82854 Cr |
| Funds Managed | 5 | 12 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.19 | 4.15 |
| Large Cap | 81.31 | 92.64 |
| Mid Cap | 12.5 | 3.21 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.43 |
| Industrials | 10.82 | 7.83 |
| Healthcare | 6.31 | 4.57 |
| Financial Services | 20.16 | 33.64 |
| Energy | 5.62 | 9.83 |
| Consumer Cyclical | 11.2 | 10.92 |
| Basic Materials | 12.69 | 7.42 |
| Consumer Defensive | 12.03 | 7.58 |
| Utilities | 13.07 | 4.22 |
| Technology | 2.26 | 8.65 |
| Real Estate | 3.52 | 0.58 |
| Communication Services | 2.3 | 4.34 |
Top Comparisons
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.5%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.88%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.38%
Kotak Banking and PSU Debt - Growth
3Y Returns7.55%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.38%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.23%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.65%