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) | ₹744 Cr | ₹1768 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 | 0.49% | 0.15% |
6 Month | 9.85% | 11.87% |
1 Year | 2.17% | -7.75% |
3 Year | 12.64% | 16.29% |
5 Year | 17.71% | - |
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 | 2.36% | 2.34% |
1 Year | 5.36% | -1.21% |
3 Year | 11.56% | 15.77% |
5 Year | 12.48% | - |
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 | 12.05% | 18.15% |
Sharp | 0.58% | 0.64% |
Beta | 0.99% | 1.00% |
Alpha | -0.65% | -0.85% |
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 | 3.45 | 2.44 |
Large Cap | 95.41 | 87.89 |
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 | 0.6 | 0.11 |
Energy | 10.5 | 5.1 |
Technology | 10.38 | 2.04 |
Industrials | 5.88 | 14.57 |
Basic Materials | 6.08 | 10 |
Consumer Defensive | 6.7 | 13.89 |
Financial Services | 37.68 | 20.28 |
Healthcare | 3.75 | 6.34 |
Consumer Cyclical | 11.23 | 11 |
Communication Services | 4.62 | 2.33 |
Utilities | 2.57 | 10.69 |
Real Estate | - | 3.65 |
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