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) | ₹1847 Cr | ₹2021 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 | 1.38% | 0.74% |
| 6 Month | 2.53% | 4.23% |
| 1 Year | 0.28% | 8.85% |
| 3 Year | 19.03% | 14.36% |
| 5 Year | - | 14.07% |
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 | -1.08% | 1.39% |
| 1 Year | 5.99% | 10.84% |
| 3 Year | 14.05% | 12.19% |
| 5 Year | - | 12.38% |
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% | 12.68% |
| 3 Year | 19.06% | 15.03% |
| 5 Year | - | 17.13% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.85% | 12.40% |
| Sharp | 0.58% | 0.48% |
| 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 | 5.97 | 3.27 |
| Large Cap | 81.43 | 93.55 |
| Mid Cap | 12.61 | 3.18 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0 | -0.49 |
| Industrials | 10.63 | 7.84 |
| Healthcare | 6.27 | 4.66 |
| Financial Services | 20.21 | 34.32 |
| Energy | 5.63 | 10.09 |
| Consumer Cyclical | 11.45 | 10.87 |
| Basic Materials | 12.86 | 7.28 |
| Consumer Defensive | 12.21 | 7.45 |
| Utilities | 12.64 | 4.01 |
| Technology | 2.45 | 9.02 |
| Real Estate | 3.41 | 0.55 |
| Communication Services | 2.24 | 4.41 |
Top Comparisons
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns18.81%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns18.49%
PGIM India Liquid Fund - Growth
3Y Returns6.95%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.76%
LIC MF Flexi Cap Fund-Growth
3Y Returns17.25%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.14%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%