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) | ₹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% |
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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 |
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