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SBI NIFTY Index Fund vs Nippon India Nifty Smallcap 250 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 Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option
Fund SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11633 Cr ₹2653 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 11 Jan 2002 16 Oct 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 11% 72%
Expense Ratio 0.46 0.94
Manager Pradeep Kesavan Himanshu Mange
ISIN Code INF200K01537 INF204KB12W7
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 Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Month 0.63% -4.25%
6 Month 5.12% -5.22%
1 Year 6.9% -11.48%
3 Year 12.78% 17.99%
5 Year 14.71% 21.78%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
6 Month 3.57% -4.63%
1 Year 16.22% 1.25%
3 Year 12.97% 11.27%
5 Year 12.83% 15.11%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Year 13.7% 24.53%
3 Year 12.64% 23.99%
5 Year 12.19% 26.38%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 11.56% 19.51%
Sharp 0.52% 0.67%
Beta 1.00% 0.99%
Alpha -0.53% -1.39%

Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Others 2.86 2.85
Large Cap 95.75 -
Mid Cap 1.39 2.1
Small Cap - 95.05

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Others -0.85 0.23
Energy 10.76 1.68
Technology 9.99 8.44
Industrials 7.32 19.92
Basic Materials 6.44 10.66
Healthcare 4.26 14.88
Consumer Defensive 6.76 3.96
Financial Services 36.65 21.36
Consumer Cyclical 11.4 11.15
Communication Services 4.79 2.55
Utilities 2.48 2.84
Real Estate - 2.33

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