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

Link copied to clipboard!

tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Fund SBI NIFTY 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) ₹7935 Cr ₹712 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 2002 19 Feb 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 Value 20 TRI
Turn Over 11% 39%
Expense Ratio 0.48 0.76
Manager Pradeep Kesavan Himanshu Mange
ISIN Code INF200K01537 INF204KB19Y8
Exits Load Exit load of 0.20% if redeemed within 15 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Month 1.05% 1.19%
6 Month 14.77% 16.78%
1 Year 30.57% 44.24%
3 Year 15.18% 19.34%
5 Year 18.25% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.29% 14.03%
3 Year 27.36% 34.71%
5 Year 56% 39.56%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Year 18.83% 15.91%
3 Year 44.73% 41.93%
5 Year 61.93% 42.93%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.48% 12.88%
Sharp 0.67% 0.92%
Beta 0.99% 0.89%
Alpha -1.93% 2.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Himanshu Mange
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 10
SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Others 1.08 -0.13
Large Cap 98.22 98.31
Mid Cap 0.67 1.82

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Financial 33.18 26.66
Others -0.13 -0.13
Energy 14.49 11.36
Technology 12.03 31.59
Construction 4.36 -
Metals & Mining 3.23 6.53
Materials 4.45 5.41
Consumer Staples 8.01 12.01
Healthcare 4.19 1.93
Automobile 8.04 4.64
Insurance 1.21 -
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 -

Top Comparisons

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns22.5%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns18.2%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.39%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns10.09%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns25.84%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns8.99%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns5.19%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns5.19%

Compare Now
Request call back
Add to Cart Successfully