HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare

HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare

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HDFC Nifty 50 Index Fund - Growth Plan

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22531 Cr	₹1847 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	18 Jul 2002	19 May 2021
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY Next 50 TRI
Turn Over	8.28%	52.85%
Expense Ratio	0.36	0.76
Manager	Arun Agarwal	Raviprakash Sharma
ISIN Code	INF179K01KZ8	INF200KA1V76
Exits Load	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month	-0.65%	-0.38%
6 Month	2.42%	1.12%
1 Year	10.59%	-0.16%
3 Year	13.89%	18.13%
5 Year	14.45%	-

SIP Return Analysis

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month	3.48%	1.64%
1 Year	13.92%	10.63%
3 Year	12.67%	14.71%
5 Year	12.92%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year	13.83%	5.58%
3 Year	12.89%	19.06%
5 Year	12.65%	-

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation	11.55%	17.85%
Sharp	0.53%	0.58%
Beta	1.00%	1.00%
Alpha	-0.41%	-0.81%

Fund Managers

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name	Arun Agarwal	Raviprakash Sharma
Total AUM	₹110478 Cr	₹8390 Cr
Funds Managed	14	5
	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Others	3.36	5.97
Large Cap	95.3	81.43
Mid Cap	1.34	12.61

Sector Allocation

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Others	0.05	0
Energy	10.88	5.63
Technology	10.22	2.45
Industrials	7.25	10.63
Basic Materials	6.17	12.86
Healthcare	4.32	6.27
Consumer Defensive	6.49	12.21
Financial Services	36.82	20.21
Consumer Cyclical	10.7	11.45
Communication Services	4.79	2.24
Utilities	2.32	12.64
Real Estate	-	3.41

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