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

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

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

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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) ₹10009 Cr ₹999 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 0.51% -0.38%
6 Month 9.96% 0.67%
1 Year 2.16% -8.6%
3 Year 12.81% 13.18%
5 Year 17.96% -

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 2.4% -0.54%
1 Year 5.47% -8.45%
3 Year 11.7% 8.66%
5 Year 12.66% -

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 13.95% 14.48%
3 Year 12.52% 17.54%
5 Year 12.13% -

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 12.14% 13.01%
Sharp 0.59% 0.56%
Beta 1.00% 1.00%
Alpha -0.54% -0.94%

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 3.17 0.14
Large Cap 95.69 98.44
Mid Cap 1.14 1.42

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Others 0.3 0.14
Energy 10.52 4.85
Technology 10.42 28.93
Industrials 5.91 -
Basic Materials 6.11 5.52
Consumer Defensive 6.73 10.38
Financial Services 37.74 25.74
Healthcare 3.77 4.46
Consumer Cyclical 11.28 12.14
Communication Services 4.63 -
Utilities 2.58 7.86

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