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

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

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

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Chart Comparison

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

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) ₹1071 Cr ₹712 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2021 19 Feb 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 Value 20 TRI
Turn Over 52.85% 39%
Expense Ratio 0.78 0.76
Manager Raviprakash Sharma Himanshu Mange
ISIN Code INF200KA1V76 INF204KB19Y8
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Nil/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 2.35% 1.19%
6 Month 28.55% 16.78%
1 Year 69.04% 44.24%
3 Year 22.87% 19.34%
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 - -
1 Year 32.85% 14.03%
3 Year 56.81% 34.71%
5 Year 58.19% 39.56%

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 21.85% 15.91%
3 Year 62.32% 41.93%
5 Year 62.49% 42.93%

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 16.74% 12.88%
Sharp 0.93% 0.92%
Beta 1.15% 0.89%
Alpha 3.54% 2.56%

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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
Fund Manage 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 1.63 -0.13
Large Cap 88.54 98.31
Mid Cap 9.83 1.82

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 -0.34 -0.13
Capital Goods 18.57 -
Healthcare 2.48 1.93
Consumer Staples 9.94 12.01
Financial 19.36 26.66
Materials 4.14 5.41
Insurance 3.44 -
Energy 11.32 11.36
Services 14.17 -
Metals & Mining 4.87 6.53
Construction 2.61 -
Chemicals 2.25 -
Automobile 5.59 4.64
Diversified 1.6 -
Technology - 31.59

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