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) | ₹10345 Cr | ₹991 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 | 2.93% | 2.53% |
| 6 Month | 7.07% | 4.1% |
| 1 Year | 6.53% | -4.09% |
| 3 Year | 14.3% | 14.96% |
| 5 Year | 17.37% | - |
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 | 3.05% | 1.04% |
| 1 Year | 14.19% | 1.55% |
| 3 Year | 13.19% | 9.37% |
| 5 Year | 13.25% | - |
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 | 13.83% | 13.81% |
| 3 Year | 12.55% | 17.1% |
| 5 Year | 12.16% | - |
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 | 11.79% | 12.71% |
| Sharp | 0.59% | 0.62% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -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 | 3.07 | 0.05 |
| Large Cap | 95.53 | 99.95 |
| Mid Cap | 1.4 | 0 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.05 | 0.05 |
| Energy | 10.37 | 4.19 |
| Technology | 9.91 | 23.74 |
| Industrials | 7.09 | - |
| Basic Materials | 6.32 | 4.97 |
| Healthcare | 4.3 | 3.67 |
| Consumer Defensive | 6.79 | 8.92 |
| Financial Services | 36.49 | 37.45 |
| Consumer Cyclical | 11.68 | 10.35 |
| Communication Services | 4.54 | - |
| Utilities | 2.56 | 6.65 |
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