SBI Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1825 Cr | ₹1017 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 May 2021 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 52.85% | 39% |
| Expense Ratio | 0.76 | 0.76 |
| Manager | Raviprakash Sharma | Himanshu Mange |
| ISIN Code | INF200KA1V76 | INF204KB19Y8 |
| Exits 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.43% | 0.75% |
| 6 Month | 4.05% | 0.66% |
| 1 Year | 3.43% | -1.45% |
| 3 Year | 17.67% | 13.42% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.32% | 2.14% |
| 1 Year | 12.58% | 4.3% |
| 3 Year | 16.47% | 9.17% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.58% | 13.81% |
| 3 Year | 19.06% | 17.1% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.81% | 12.55% |
| Sharp | 0.65% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.94% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Raviprakash Sharma | Himanshu Mange |
| Total AUM | ₹8390 Cr | ₹0 Cr |
| Funds Managed | 5 | 10 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.19 | 1.42 |
| Large Cap | 81.31 | 98.58 |
| Mid Cap | 12.5 | - |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 1.42 |
| Industrials | 10.82 | - |
| Healthcare | 6.31 | 3.49 |
| Financial Services | 20.16 | 37.6 |
| Energy | 5.62 | 4.16 |
| Consumer Cyclical | 11.2 | 8.8 |
| Basic Materials | 12.69 | 5.18 |
| Consumer Defensive | 12.03 | 8.99 |
| Utilities | 13.07 | 6.44 |
| Technology | 2.26 | 23.93 |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | - |
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