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HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon 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) ₹18383 Cr ₹1448 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 2.2% 1.65%
6 Month 4.08% -1.35%
1 Year 8.87% -2.6%
3 Year 16.13% 20.42%
5 Year 23.23% -

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month 7.19% 5.2%
1 Year 9.75% -3.49%
3 Year 15.27% 19.69%
5 Year 15.32% -

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 14.46% 10.03%
3 Year 12.72% 20.36%
5 Year 12.47% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 13.108% 18.747%
Sharp 0.344% 0.524%
Beta - -
Alpha - -

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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 0.91 -0.1
Large Cap 97.82 88.6
Mid Cap 1.27 11.5

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.05 -0.1
Energy 10.97 2.13
Technology 13.97 2.42
Industrials 5.74 14.81
Basic Materials 5.84 9.76
Consumer Defensive 8 10.68
Financial Services 34.33 23.99
Healthcare 3.91 5.56
Consumer Cyclical 10.32 12.24
Communication Services 4.13 2.67
Utilities 2.75 12.27
Real Estate - 3.59

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