Nippon India Nifty Smallcap 250 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1843 Cr | ₹2458 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 May 2021 | 16 Oct 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 52.85% | 72% |
Expense Ratio | 0.76 | 0.94 |
Manager | Raviprakash Sharma | Himanshu Mange |
ISIN Code | INF200KA1V76 | INF204KB12W7 |
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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.24% | -2.4% |
6 Month | 8.13% | 10.34% |
1 Year | -6.1% | -7.41% |
3 Year | 18.48% | 21.68% |
5 Year | - | 26.69% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.37% | -0.67% |
1 Year | 10.33% | 6.43% |
3 Year | 16.94% | 16.03% |
5 Year | - | 18.54% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.58% | 26.02% |
3 Year | 19.06% | 24.73% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.80% | 19.27% |
Sharp | 0.60% | 0.75% |
Beta | 1.00% | 0.99% |
Alpha | -0.82% | -1.40% |
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.07 | 2.12 |
Large Cap | 81.45 | 0 |
Mid Cap | 12.48 | 2.22 |
Small Cap | - | 95.66 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.03 | -0.09 |
Industrials | 11.24 | 20.54 |
Consumer Cyclical | 11.51 | 11.34 |
Healthcare | 5.93 | 14.97 |
Consumer Defensive | 12.47 | 3.99 |
Financial Services | 20.01 | 20.62 |
Energy | 5.37 | 1.67 |
Basic Materials | 12.91 | 11.19 |
Utilities | 12.81 | 2.88 |
Technology | 2.11 | 8.42 |
Real Estate | 3.43 | 1.85 |
Communication Services | 2.25 | 2.62 |
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