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) | ₹11816 Cr | ₹2682 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 | -2.67% | -5.92% |
| 6 Month | 2.85% | -9.06% |
| 1 Year | 11.19% | 2.27% |
| 3 Year | 13.62% | 19.01% |
| 5 Year | 13.6% | 19.54% |
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 | -2.03% | -9.72% |
| 1 Year | 2.48% | -14.46% |
| 3 Year | 9.16% | 4.68% |
| 5 Year | 10.83% | 11.64% |
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 | 13.58% | 19.8% |
| 3 Year | 12.68% | 23.63% |
| 5 Year | 12.23% | 23.15% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.48% | 17.99% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 7.15 |
| Large Cap | 95.77 | - |
| Mid Cap | 1.27 | 1.73 |
| Small Cap | - | 91.12 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.42 | 0 |
| Energy | 10.98 | 1.67 |
| Technology | 10.46 | 7.89 |
| Industrials | 7.07 | 19.01 |
| Basic Materials | 6.4 | 11.17 |
| Healthcare | 4.17 | 15.31 |
| Consumer Defensive | 6.44 | 4.09 |
| Financial Services | 36.73 | 22.5 |
| Consumer Cyclical | 10.9 | 11.28 |
| Communication Services | 4.95 | 2.38 |
| Utilities | 2.33 | 2.56 |
| Real Estate | - | 2.15 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.17%
Invesco India Midcap Fund - Growth Option
3Y Returns25.89%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.88%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.86%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns24.27%
LIC MF Infrastructure Fund-Growth
3Y Returns26.68%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.97%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns15.96%