SBI NIFTY Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹10048 Cr | ₹2458 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 | 2.59% | 3.16% |
6 Month | 12.43% | 19.94% |
1 Year | -0.34% | -7.69% |
3 Year | 12.56% | 20.02% |
5 Year | 17.69% | - |
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 | 3.13% | 3.91% |
1 Year | 10.66% | 8.63% |
3 Year | 12.59% | 18.32% |
5 Year | 12.94% | - |
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 | 13.95% | 26.94% |
3 Year | 12.52% | 25% |
5 Year | 12.13% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.12% | 19.33% |
Sharp | 0.45% | 0.71% |
Beta | 1.00% | 0.99% |
Alpha | -0.54% | -1.41% |
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 | 3.17 | 0.67 |
Large Cap | 95.69 | 0.2 |
Mid Cap | 1.14 | 1.99 |
Small Cap | - | 97.14 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.3 | 0.09 |
Energy | 10.52 | 1.34 |
Technology | 10.42 | 7.95 |
Industrials | 5.91 | 22.72 |
Basic Materials | 6.11 | 12.38 |
Consumer Defensive | 6.73 | 4.47 |
Financial Services | 37.74 | 19.88 |
Healthcare | 3.77 | 13.97 |
Consumer Cyclical | 11.28 | 9.57 |
Communication Services | 4.63 | 2.82 |
Utilities | 2.58 | 2.89 |
Real Estate | - | 1.94 |
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