Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI NIFTY Index Fund vs SBI Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10167 Cr ₹1803 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2002 19 May 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 11% 52.85%
Expense Ratio 0.46 0.76
Manager Pradeep Kesavan Raviprakash Sharma
ISIN Code INF200K01537 INF200KA1V76
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 SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month -3.67% -3.84%
6 Month 5.07% 5.01%
1 Year -1.01% -10.85%
3 Year 13% 16.65%
5 Year 17.98% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month 3.37% 4.61%
1 Year 5.99% 0.03%
3 Year 13.01% 17.76%
5 Year 13.74% -

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 13.95% 6.68%
3 Year 12.52% 19.52%
5 Year 12.13% -

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 12.70% 18.98%
Sharp 0.87% 0.87%
Beta 1.00% 1.00%
Alpha -0.54% -0.85%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name Pradeep Kesavan Raviprakash Sharma
Total AUM ₹434274 Cr ₹8390 Cr
Funds Managed 43 5
SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 3.27 2.57
Large Cap 95.61 87.77
Mid Cap 1.13 9.66

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.27 0.15
Energy 10.94 5
Technology 11.18 2.06
Industrials 5.94 14.8
Basic Materials 5.93 10.03
Consumer Defensive 6.48 13.11
Financial Services 37.31 20.9
Healthcare 3.59 6.15
Consumer Cyclical 11.1 10.74
Communication Services 4.72 2.42
Utilities 2.54 10.76
Real Estate - 3.87

Top Comparisons

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns22.11%

VS

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.24%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns7.39%

Compare Now

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns12.99%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns19.88%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns29.81%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns20.92%

Compare Now
Add to Cart Successfully