HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹18105 Cr ₹1395 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Jul 2002 19 May 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 8.28% 52.85%
Expense Ratio 0.36 0.78
Manager Arun Agarwal Raviprakash Sharma
ISIN Code INF179K01KZ8 INF200KA1V76
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 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 HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month 0.19% 1.88%
6 Month 0.79% -4.53%
1 Year 10.73% 31.85%
3 Year 12.34% 18.25%
5 Year 14.82% -

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month - -
1 Year 4.64% 11.72%
3 Year 14.24% 25.73%
5 Year 16.45% -

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 14.52% 8.08%
3 Year 12.79% 22.01%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 12.46% 16.74%
Sharp 0.68% 0.93%
Beta 0.99% 1.15%
Alpha -1.8% 3.54%

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Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name Arun Agarwal Raviprakash Sharma
Total AUM ₹110478 Cr ₹8390 Cr
Fund Manage 14 5
HDFC Nifty 50 Index Fund - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others - 1.63
Large Cap - 88.54
Mid Cap - 9.83

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others - -0.34
Capital Goods - 18.57
Healthcare - 2.48
Consumer Staples - 9.94
Financial - 19.36
Materials - 4.14
Insurance - 3.44
Energy - 11.32
Services - 14.17
Metals & Mining - 4.87
Construction - 2.61
Chemicals - 2.25
Automobile - 5.59
Diversified - 1.6

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