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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) | ₹20930 Cr | ₹1843 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 | 3.56% | 3.11% |
| 6 Month | 6.6% | 9.64% |
| 1 Year | 7.34% | 1.05% |
| 3 Year | 13.39% | 17.77% |
| 5 Year | 17.74% | - |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.16% | 1.06% |
| 1 Year | 7.04% | 7.95% |
| 3 Year | 10.62% | 15.48% |
| 5 Year | 11.69% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.96% | 5.58% |
| 3 Year | 12.79% | 19.06% |
| 5 Year | 12.6% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.68% | 17.81% |
| Sharp | 0.58% | 0.65% |
| 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 | 3.09 | 6.07 |
| Large Cap | 95.52 | 81.45 |
| Mid Cap | 1.4 | 12.48 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.03 | -0.03 |
| Energy | 10.37 | 5.37 |
| Technology | 9.91 | 2.11 |
| Industrials | 7.09 | 11.24 |
| Basic Materials | 6.32 | 12.91 |
| Healthcare | 4.29 | 5.93 |
| Consumer Defensive | 6.79 | 12.47 |
| Financial Services | 36.49 | 20.01 |
| Consumer Cyclical | 11.68 | 11.51 |
| Communication Services | 4.54 | 2.25 |
| Utilities | 2.56 | 12.81 |
| Real Estate | - | 3.43 |
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