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) | ₹9839 Cr | ₹2269 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 | 3.59% | 4.07% |
6 Month | 6.6% | -2.04% |
1 Year | 5.49% | -0.19% |
3 Year | 17.86% | 28.59% |
5 Year | 19.84% | - |
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 | 9.04% | 15.06% |
1 Year | 13.81% | 13.19% |
3 Year | 15.02% | 23.34% |
5 Year | 14.92% | - |
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 | 14.11% | 28.09% |
3 Year | 12.37% | 24.75% |
5 Year | 12.09% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.14% | 19.85% |
Sharp | 0.63% | 0.85% |
Beta | 1.00% | 0.99% |
Alpha | -0.54% | -1.44% |
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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 | 0.95 | 0.77 |
Large Cap | 97.95 | 0.14 |
Mid Cap | 1.1 | 1.78 |
Small Cap | - | 97.31 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.15 | 0.23 |
Energy | 10.8 | 1.4 |
Technology | 11.24 | 8.56 |
Industrials | 6.02 | 23.41 |
Basic Materials | 5.79 | 12.13 |
Consumer Defensive | 6.74 | 4.48 |
Financial Services | 37.54 | 19.52 |
Healthcare | 3.65 | 12.79 |
Consumer Cyclical | 11.04 | 9.69 |
Communication Services | 4.44 | 2.91 |
Utilities | 2.58 | 2.86 |
Real Estate | - | 2.03 |
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