SBI NIFTY Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI NIFTY 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) | ₹11312 Cr | ₹1017 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Jan 2002 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 11% | 39% |
| Expense Ratio | 0.46 | 0.76 |
| Manager | Pradeep Kesavan | Himanshu Mange |
| ISIN Code | INF200K01537 | INF204KB19Y8 |
| Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.81% | 3.44% |
| 6 Month | 4.3% | 3.28% |
| 1 Year | 5.98% | -4.51% |
| 3 Year | 12.43% | 12.95% |
| 5 Year | 14.84% | - |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.55% | 5.1% |
| 1 Year | 17.77% | 11.24% |
| 3 Year | 13.42% | 10.37% |
| 5 Year | 13.15% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.7% | 13.81% |
| 3 Year | 12.64% | 17.1% |
| 5 Year | 12.19% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.56% | 12.40% |
| Sharp | 0.52% | 0.51% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.93% |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Himanshu Mange |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 10 |
| SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.86 | 1.42 |
| Large Cap | 95.75 | 98.58 |
| Mid Cap | 1.39 | - |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.85 | 1.42 |
| Energy | 10.76 | 4.16 |
| Technology | 9.99 | 23.93 |
| Industrials | 7.32 | - |
| Basic Materials | 6.44 | 5.18 |
| Healthcare | 4.26 | 3.49 |
| Consumer Defensive | 6.76 | 8.99 |
| Financial Services | 36.65 | 37.6 |
| Consumer Cyclical | 11.4 | 8.8 |
| Communication Services | 4.79 | - |
| Utilities | 2.48 | 6.44 |
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