Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI NIFTY Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns7.75%

VS

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.85%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns8.43%

VS

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns7.57%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns15.78%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns20.74%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.12%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns23.28%

Compare Now
Add to Cart Successfully