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) | ₹1825 Cr | ₹2690 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 | -2.98% | -5.02% |
| 6 Month | -1.74% | -7.96% |
| 1 Year | -7.36% | -13.28% |
| 3 Year | 15.42% | 17.62% |
| 5 Year | - | 21.57% |
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 | 1.04% | -3.62% |
| 1 Year | 10.21% | 1.72% |
| 3 Year | 14.79% | 11.5% |
| 5 Year | - | 15.38% |
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% | 24.53% |
| 3 Year | 19.06% | 23.99% |
| 5 Year | - | 26.38% |
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 | 17.85% | 19.51% |
| Sharp | 0.58% | 0.67% |
| Beta | 1.00% | 0.99% |
| Alpha | -0.81% | -1.39% |
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 | 6.19 | 2.85 |
| Large Cap | 81.31 | - |
| Mid Cap | 12.5 | 2.1 |
| Small Cap | - | 95.05 |
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 | 0.23 |
| Industrials | 10.82 | 19.92 |
| Healthcare | 6.31 | 14.88 |
| Financial Services | 20.16 | 21.36 |
| Energy | 5.62 | 1.68 |
| Consumer Cyclical | 11.2 | 11.15 |
| Basic Materials | 12.69 | 10.66 |
| Consumer Defensive | 12.03 | 3.96 |
| Utilities | 13.07 | 2.84 |
| Technology | 2.26 | 8.44 |
| Real Estate | 3.52 | 2.33 |
| Communication Services | 2.3 | 2.55 |
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