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 | 2.44% | 1.64% |
| 6 Month | 4.57% | 7.52% |
| 1 Year | 9.17% | 2.21% |
| 3 Year | 12.81% | 17.22% |
| 5 Year | 16.01% | - |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.37% | 2.56% |
| 1 Year | 12.6% | 12.42% |
| 3 Year | 12.15% | 16.29% |
| 5 Year | 12.44% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.76% | 5.58% |
| 3 Year | 12.64% | 19.06% |
| 5 Year | 12.18% | - |
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 |
Top Comparisons
Franklin India Large Cap Fund-Growth
3Y Returns14.49%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.03%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.33%
HSBC Overnight Fund - Regular Growth
3Y Returns6.34%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.16%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.35%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.02%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.6%