Franklin India Index Fund vs SBI Nifty Next 50 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Investment Plan | IDCW | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹737 Cr | ₹1759 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Aug 2000 | 19 May 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 18.1% | 52.85% |
Expense Ratio | 0.63 | 0.76 |
Manager | Sandeep Manam | Raviprakash Sharma |
ISIN Code | INF090I01890 | INF200KA1V76 |
Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.81% | 3.98% |
6 Month | 13.1% | 16.63% |
1 Year | 0.38% | -8% |
3 Year | 13.55% | 16.02% |
5 Year | 17.54% | - |
SIP Return Analysis
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.08% | 3.52% |
1 Year | 10.49% | 7.83% |
3 Year | 12.45% | 17.25% |
5 Year | 12.76% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.61% | 6.68% |
3 Year | 12.69% | 19.52% |
5 Year | 12.64% | - |
Risk Management
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 17.96% |
Sharp | 0.44% | 0.48% |
Beta | 0.99% | 1.00% |
Alpha | -0.65% | -0.84% |
Fund Managers
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Raviprakash Sharma |
Total AUM | ₹74256 Cr | ₹8390 Cr |
Funds Managed | 20 | 5 |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | 3.25 | 2.63 |
Large Cap | 95.62 | 87.7 |
Mid Cap | 1.13 | 9.67 |
Sector Allocation
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.42 | 0.31 |
Energy | 10.38 | 4.87 |
Technology | 10.47 | 2.09 |
Industrials | 5.87 | 14.48 |
Basic Materials | 6.27 | 10.08 |
Consumer Defensive | 6.93 | 14.22 |
Financial Services | 36.67 | 19.57 |
Healthcare | 3.73 | 6.14 |
Consumer Cyclical | 12.12 | 11.88 |
Communication Services | 4.63 | 2.32 |
Utilities | 2.52 | 10.49 |
Real Estate | - | 3.55 |
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