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HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹20527 Cr | ₹1759 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 | 2.47% | 3.76% |
| 6 Month | 13.42% | 17.23% |
| 1 Year | 0.29% | -8.44% |
| 3 Year | 13.73% | 15.96% |
| 5 Year | 17.69% | - |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.16% | 3.52% |
| 1 Year | 10.77% | 7.83% |
| 3 Year | 12.71% | 17.25% |
| 5 Year | 13.07% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.08% | 6.68% |
| 3 Year | 12.8% | 19.52% |
| 5 Year | 12.57% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.11% | 17.96% |
| Sharp | 0.46% | 0.48% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.42% | -0.84% |
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 | 3.12 | 2.44 |
| Large Cap | 95.74 | 87.89 |
| Mid Cap | 1.14 | 9.67 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.25 | 0.11 |
| Energy | 10.52 | 5.1 |
| Technology | 10.42 | 2.04 |
| Industrials | 5.91 | 14.57 |
| Basic Materials | 6.11 | 10 |
| Consumer Defensive | 6.73 | 13.89 |
| Financial Services | 37.76 | 20.28 |
| Healthcare | 3.77 | 6.34 |
| Consumer Cyclical | 11.29 | 11 |
| Communication Services | 4.64 | 2.33 |
| Utilities | 2.58 | 10.69 |
| Real Estate | - | 3.65 |
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