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Nippon India Nifty 50 Value 20 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1843 Cr ₹991 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 2.55% 2.85%
6 Month 8.49% 3.57%
1 Year 0.1% -3.85%
3 Year 17.76% 13.87%
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 1.06% -0.18%
1 Year 7.95% -1.42%
3 Year 15.48% 7.55%
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 17.81% 12.55%
Sharp 0.65% 0.58%
Beta 1.00% 1.00%
Alpha -0.81% -0.94%

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 6.07 0.05
Large Cap 81.45 99.95
Mid Cap 12.48 0

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 -0.03 0.05
Industrials 11.24 -
Consumer Cyclical 11.51 10.35
Healthcare 5.93 3.67
Consumer Defensive 12.47 8.92
Financial Services 20.01 37.45
Energy 5.37 4.19
Basic Materials 12.91 4.97
Utilities 12.81 6.65
Technology 2.11 23.74
Real Estate 3.43 -
Communication Services 2.25 -

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