SBI NIFTY Index Fund vs SBI Nifty Next 50 Index Fund compare
                                
                                SBI NIFTY Index Fund - Regular Plan - Growth
                            
                                
                                SBI Nifty Next 50 Index Fund - Regular Plan - Growth
                            
Chart Comparison
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) | ₹10345 Cr | ₹1843 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 | 3.62% | 2.55% | 
| 6 Month | 6.43% | 8.49% | 
| 1 Year | 7.06% | 0.1% | 
| 3 Year | 13.3% | 17.76% | 
| 5 Year | 17.88% | - | 
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 
|---|---|---|
| 6 Month | 0.14% | 1.06% | 
| 1 Year | 6.96% | 7.95% | 
| 3 Year | 10.51% | 15.48% | 
| 5 Year | 11.57% | - | 
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 
|---|---|---|
| 1 Year | 13.83% | 5.58% | 
| 3 Year | 12.55% | 19.06% | 
| 5 Year | 12.16% | - | 
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 
|---|---|---|
| Standard Deviation | 11.69% | 17.81% | 
| Sharp | 0.57% | 0.65% | 
| Beta | 1.00% | 1.00% | 
| Alpha | -0.53% | -0.81% | 
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 | 3.07 | 6.07 | 
| Large Cap | 95.53 | 81.45 | 
| Mid Cap | 1.4 | 12.48 | 
Sector Allocation
| Scheme Name | 
                                                     SBI NIFTY Index Fund - Regular Plan - Growth  | 
                                                                                            
                                                     SBI Nifty Next 50 Index Fund - Regular Plan - Growth  | 
                                                                                    
                                    
|---|---|---|
| Others | -0.05 | -0.03 | 
| Energy | 10.37 | 5.37 | 
| Technology | 9.91 | 2.11 | 
| Industrials | 7.09 | 11.24 | 
| Basic Materials | 6.32 | 12.91 | 
| Healthcare | 4.3 | 5.93 | 
| Consumer Defensive | 6.79 | 12.47 | 
| Financial Services | 36.49 | 20.01 | 
| Consumer Cyclical | 11.68 | 11.51 | 
| Communication Services | 4.54 | 2.25 | 
| Utilities | 2.56 | 12.81 | 
| Real Estate | - | 3.43 | 
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