Nippon India Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1843 Cr | ₹2607 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 May 2021 | 01 Oct 2010 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 52.85% | 6% |
Expense Ratio | 0.76 | 0.42 |
Manager | Raviprakash Sharma | Himanshu Mange |
ISIN Code | INF200KA1V76 | INF204K01IE3 |
Exits Load | 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 | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
1 Month | 0.69% | 0.98% |
6 Month | 9.26% | 9.23% |
1 Year | -8.7% | 1.86% |
3 Year | 18.58% | 14.4% |
5 Year | - | 17.16% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | 2.36% | 1.56% |
1 Year | 10.54% | 11.36% |
3 Year | 16.59% | 12.21% |
5 Year | - | 12.49% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 5.58% | 11.21% |
3 Year | 19.06% | 12.57% |
5 Year | - | 12.2% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 17.80% | 11.76% |
Sharp | 0.60% | 0.59% |
Beta | 1.00% | 1.00% |
Alpha | -0.82% | -0.59% |
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Name | Raviprakash Sharma | Himanshu Mange |
Total AUM | ₹8390 Cr | ₹0 Cr |
Funds Managed | 5 | 10 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Others | 2.63 | 3.11 |
Large Cap | 87.7 | 95.76 |
Mid Cap | 9.67 | 1.13 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Others | 0.31 | 0.27 |
Industrials | 14.48 | 5.87 |
Consumer Cyclical | 11.88 | 12.14 |
Healthcare | 6.14 | 3.74 |
Consumer Defensive | 14.22 | 6.93 |
Financial Services | 19.57 | 36.72 |
Energy | 4.87 | 10.39 |
Basic Materials | 10.08 | 6.28 |
Utilities | 10.49 | 2.52 |
Technology | 2.09 | 10.48 |
Real Estate | 3.55 | - |
Communication Services | 2.32 | 4.64 |
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