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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) | ₹10009 Cr | ₹1024 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 | -1.91% | -2.24% |
| 6 Month | 7.47% | -1.49% |
| 1 Year | 2.74% | -7.41% |
| 3 Year | 12.3% | 12.73% |
| 5 Year | 17.56% | - |
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 | 2.71% | -0.6% |
| 1 Year | 3.67% | -10.38% |
| 3 Year | 11.08% | 8.04% |
| 5 Year | 12.28% | - |
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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