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) | ₹742 Cr | ₹1843 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 | 3.62% | 2.55% |
| 6 Month | 6.36% | 8.49% |
| 1 Year | 6.96% | 0.1% |
| 3 Year | 13.12% | 17.76% |
| 5 Year | 17.63% | - |
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 | 0.07% | 1.16% |
| 1 Year | 7.05% | 8.07% |
| 3 Year | 10.28% | 15.35% |
| 5 Year | 11.42% | - |
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 | 12.5% | 5.58% |
| 3 Year | 12.67% | 19.06% |
| 5 Year | 12.68% | - |
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 | 11.60% | 17.81% |
| Sharp | 0.56% | 0.65% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.81% |
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 | 3.23 | 6.07 |
| Large Cap | 95.38 | 81.45 |
| Mid Cap | 1.4 | 12.48 |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.11 | -0.03 |
| Energy | 10.35 | 5.37 |
| Technology | 9.89 | 2.11 |
| Industrials | 7.08 | 11.24 |
| Basic Materials | 6.31 | 12.91 |
| Healthcare | 4.29 | 5.93 |
| Consumer Defensive | 6.78 | 12.47 |
| Financial Services | 36.43 | 20.01 |
| Consumer Cyclical | 11.66 | 11.51 |
| Communication Services | 4.53 | 2.25 |
| Utilities | 2.55 | 12.81 |
| Real Estate | - | 3.43 |
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