SBI NIFTY Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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

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tortoise-icon Nippon India Nifty Smallcap 250 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 Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Fund SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7935 Cr ₹1528 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Feb 2002 03 Oct 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 11% 72%
Expense Ratio 0.48 0.96
Manager Pradeep Kesavan Himanshu Mange
ISIN Code INF200K01537 INF204KB12W7
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 Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Month 1.05% 3.04%
6 Month 14.77% 21.66%
1 Year 30.57% 55.18%
3 Year 15.18% 27.11%
5 Year 18.25% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.29% 21.16%
3 Year 27.36% 55.48%
5 Year 56% 74.31%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Year 18.83% 27.86%
3 Year 44.73% 73.79%
5 Year 61.93% 81.44%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.48% 17.99%
Sharp 0.67% 1%
Beta 0.99% 1.01%
Alpha -1.93% -1.39%

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Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Others 1.08 0.11
Large Cap 98.22 0.33
Mid Cap 0.67 3.33
Small Cap - 46.88

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Financial 33.18 7.62
Others -0.13 -0.22
Energy 14.49 2.24
Technology 12.03 2.84
Construction 4.36 2.81
Metals & Mining 3.23 3.77
Materials 4.45 2.76
Consumer Staples 8.01 3.25
Healthcare 4.19 4.69
Automobile 8.04 0.99
Insurance 1.21 -
Consumer Discretionary 1.36 2.64
Communication 3.59 1.22
Services 1.96 2.41
Chemicals - 4.03
Textiles - 1.24
Capital Goods - 7.21
Diversified - 1.15

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