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) | ₹1768 Cr | ₹2479 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 | -0.97% | -5.66% |
| 6 Month | 13.58% | 17.4% |
| 1 Year | -7.5% | -3.9% |
| 3 Year | 15.48% | 21.67% |
| 5 Year | - | - |
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 | 2.34% | 3.2% |
| 1 Year | -1.21% | -0.7% |
| 3 Year | 15.77% | 16.91% |
| 5 Year | - | - |
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 | 6.68% | 26.94% |
| 3 Year | 19.52% | 25% |
| 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 | 18.15% | 19.19% |
| Sharp | 0.64% | 0.88% |
| Beta | 1.00% | 0.99% |
| Alpha | -0.85% | -1.42% |
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 | 2.44 | 0.67 |
| Large Cap | 87.89 | 0.2 |
| Mid Cap | 9.67 | 1.99 |
| Small Cap | - | 97.14 |
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 | 0.11 | 0.09 |
| Industrials | 14.57 | 22.72 |
| Consumer Cyclical | 11 | 9.57 |
| Healthcare | 6.34 | 13.97 |
| Consumer Defensive | 13.89 | 4.47 |
| Financial Services | 20.28 | 19.88 |
| Energy | 5.1 | 1.34 |
| Basic Materials | 10 | 12.38 |
| Utilities | 10.69 | 2.89 |
| Technology | 2.04 | 7.95 |
| Real Estate | 3.65 | 1.94 |
| Communication Services | 2.33 | 2.82 |
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