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) | ₹8752 Cr | ₹924 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 | 3.44% | 1.14% |
6 Month | -0.46% | -8.61% |
1 Year | 8.25% | 2.69% |
3 Year | 13.18% | 14.21% |
5 Year | 21.19% | - |
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 | 2.97% | -3.35% |
1 Year | 0.91% | -10.95% |
3 Year | 13.12% | 12.54% |
5 Year | 14.41% | - |
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 | 14.48% | 18.01% |
3 Year | 12.43% | 18.41% |
5 Year | 12.02% | - |
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 | 13.127% | 13.179% |
Sharp | 0.336% | 0.668% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.94 | 0.48 |
Large Cap | 97.79 | 97.78 |
Mid Cap | 1.27 | 1.74 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.07 | 0.08 |
Energy | 10.96 | 6.43 |
Technology | 13.96 | 33.47 |
Industrials | 5.73 | - |
Basic Materials | 5.84 | 4.77 |
Consumer Defensive | 8 | 12.64 |
Financial Services | 34.32 | 24.46 |
Healthcare | 3.91 | 1.97 |
Consumer Cyclical | 10.32 | 8.48 |
Communication Services | 4.13 | - |
Utilities | 2.75 | 7.7 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.88%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns8.81%
HDFC Overnight Fund - Growth Option
3Y Returns6.22%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.26%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.06%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.81%