HDFC Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund HDFC Index Fund-NIFTY 50 Plan - 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) ₹16593 Cr ₹1071 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jul 2002 05 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 Exit load of 0.25% if redeemed within 3 days/365 Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month 1.06% 2.35%
6 Month 14.81% 28.55%
1 Year 30.71% 69.04%
3 Year 15.29% 22.87%
5 Year 18.52% -

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month - -
1 Year 11.36% 32.85%
3 Year 27.59% 56.81%
5 Year 56.72% 58.19%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 19.05% 21.85%
3 Year 45.25% 62.32%
5 Year 62.66% 62.49%

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.39 1.63
Large Cap 99.61 88.54
Mid Cap - 9.83

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.39 -0.34
Petroleum Products 10.5 -
IT - Software 12.46 -
Construction 3.89 2.61
Ferrous Metals 2.18 -
Consumer Durables 2.56 -
Diversified FMCG 5.76 -
Non - Ferrous Metals 0.95 -
Banks 29.67 -
Pharmaceuticals & Biotechnology 3.55 -
Cement & Cement Products 2.18 -
Automobiles 8.02 -
Insurance 1.22 3.44
Agricultural Food & other Products 0.65 -
Oil 1 -
Food Products 1.46 -
Finance 3.43 -
Telecom - Services 3.63 -
Metals & Minerals Trading 0.78 -
Healthcare Services 0.58 -
Consumable Fuels 1.01 -
Power 3.11 -
Transport Infrastructure 1.02 -
Capital Goods - 18.57
Healthcare - 2.48
Consumer Staples - 9.94
Financial - 19.36
Materials - 4.14
Energy - 11.32
Services - 14.17
Metals & Mining - 4.87
Chemicals - 2.25
Automobile - 5.59
Diversified - 1.6

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