Nippon India Nifty 50 Value 20 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1847 Cr | ₹1027 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 May 2021 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 52.85% | 39% |
| Expense Ratio | 0.76 | 0.76 |
| Manager | Raviprakash Sharma | Himanshu Mange |
| ISIN Code | INF200KA1V76 | INF204KB19Y8 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.98% | 0.62% |
| 6 Month | 1.82% | 2.15% |
| 1 Year | -5.49% | -4.34% |
| 3 Year | 16.43% | 13.68% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.22% | 3.87% |
| 1 Year | 10.66% | 9.84% |
| 3 Year | 14.59% | 9.87% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.58% | 13.81% |
| 3 Year | 19.06% | 17.1% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.85% | 12.40% |
| Sharp | 0.58% | 0.51% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.93% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.97 | 0.03 |
| Large Cap | 81.43 | 99.97 |
| Mid Cap | 12.61 | - |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0 | 0.03 |
| Industrials | 10.63 | - |
| Healthcare | 6.27 | 3.63 |
| Financial Services | 20.21 | 38.95 |
| Energy | 5.63 | 4.01 |
| Consumer Cyclical | 11.45 | 8.54 |
| Basic Materials | 12.86 | 4.94 |
| Consumer Defensive | 12.21 | 8.67 |
| Utilities | 12.64 | 6.17 |
| Technology | 2.45 | 25.06 |
| Real Estate | 3.41 | - |
| Communication Services | 2.24 | - |
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