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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) | ₹10009 Cr | ₹1768 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 | -4.41% | -4.47% |
| 6 Month | 3.95% | 3.29% |
| 1 Year | 1.76% | -8.7% |
| 3 Year | 12.28% | 15.91% |
| 5 Year | 17.48% | - |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.71% | 3.09% |
| 1 Year | 3.67% | -3.62% |
| 3 Year | 11.08% | 14.94% |
| 5 Year | 12.28% | - |
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 | 12.14% | 18.15% |
| Sharp | 0.59% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.54% | -0.85% |
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 | 2.44 |
| Large Cap | 95.61 | 87.89 |
| Mid Cap | 1.13 | 9.67 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.27 | 0.11 |
| Energy | 10.94 | 5.1 |
| Technology | 11.18 | 2.04 |
| Industrials | 5.94 | 14.57 |
| Basic Materials | 5.93 | 10 |
| Consumer Defensive | 6.48 | 13.89 |
| Financial Services | 37.31 | 20.28 |
| Healthcare | 3.59 | 6.34 |
| Consumer Cyclical | 11.1 | 11 |
| Communication Services | 4.72 | 2.33 |
| Utilities | 2.54 | 10.69 |
| Real Estate | - | 3.65 |
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