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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) | ₹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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