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) | ₹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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