Which fund has a lower expense ratio, SBI Nifty Next 50 Index Fund - Regular Plan - Growth or Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option?

SBI Nifty Next 50 Index Fund - Regular Plan - Growth has an expense ratio of 0.76% and Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option has 0.76%. SBI Nifty Next 50 Index Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

SBI Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Compare Up to 4 FundsFree Analysis

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Index very high Risk

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Index very high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (3Y)

22.17 %

Expense Ratio

0.76 %

The trade-off:

Verdict Lock

Returns (3Y)

12.24 %

Expense Ratio

0.76 %

The trade-off:

Verdict Lock

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in

METRICS

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Basic Overview

Current NAV

₹ 19.01

₹ 18.99

Benchmark

NIFTY Next 50 TRI

NIFTY 50 Value 20 TRI

Fund Size (AUM)

₹1814 Cr

₹1059 Cr

Expense Ratio

0.76%

Launch Date

19 May 2021

19 Feb 2021

SIP Returns

1 Year Return

6.55%

4.59%

3 Year Return

12.20%

6.88%

5 Year Return

Since Inception

Trailing Returns

1 Month Return

2.17%

-1.39%

3 Month Return

4.25%

4.91%

1 Year Return

18.41%

4.47%

3 Year Return

22.17%

12.24%

5 Year Return

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

16.74

12.88

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 5,000

Exit Load

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

Data not available./365

Lock In

No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

SBI Nifty Next 50 Index Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

SBI Nifty Next 50 Index Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

SBI Nifty Next 50 Index Fund - Regular Plan - Growth0.0%

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

SBI Nifty Next 50 Index Fund - Regular Plan - Growthslow

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns : 7.65% (p.a.)

Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns : 7.55% (p.a.)

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns : 7.27% (p.a.)

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 7.17% (p.a.)

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.97% (p.a.)

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.49% (p.a.)

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Nifty Next 50 Index Fund - Regular Plan - Growth is equally volatile than Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option. Choose a fund based on your risk tolerance and goals.