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) | ₹10345 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 | 0.98% | -1.32% |
6 Month | 9.22% | 11.71% |
1 Year | 1.83% | -8.67% |
3 Year | 14.48% | 21.7% |
5 Year | 17.46% | - |
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 | 1.55% | 1.27% |
1 Year | 11.35% | 8.58% |
3 Year | 12.26% | 16.63% |
5 Year | 12.65% | - |
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 | 13.83% | 26.02% |
3 Year | 12.55% | 24.73% |
5 Year | 12.16% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.79% | 19.27% |
Sharp | 0.59% | 0.75% |
Beta | 1.00% | 0.99% |
Alpha | -0.53% | -1.40% |
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 | 2.97 | 0.78 |
Large Cap | 95.89 | 0.21 |
Mid Cap | 1.13 | 2 |
Small Cap | - | 97 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.14 | 0.15 |
Energy | 10.41 | 1.3 |
Technology | 10.5 | 8.81 |
Industrials | 5.88 | 21.84 |
Basic Materials | 6.29 | 12.09 |
Consumer Defensive | 6.94 | 4.71 |
Financial Services | 36.77 | 19.78 |
Healthcare | 3.74 | 13.98 |
Consumer Cyclical | 12.16 | 9.95 |
Communication Services | 4.64 | 2.9 |
Utilities | 2.53 | 2.67 |
Real Estate | - | 1.84 |
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