SBI NIFTY Index Fund vs SBI Nifty Next 50 Index Fund compare

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

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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 SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7935 Cr ₹1071 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 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 11% 52.85%
Expense Ratio 0.48 0.78
Manager Pradeep Kesavan Raviprakash Sharma
ISIN Code INF200K01537 INF200KA1V76
Exits Load Exit load of 0.20% if redeemed within 15 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 SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month 1.05% 2.35%
6 Month 14.77% 28.55%
1 Year 30.57% 69.04%
3 Year 15.18% 22.87%
5 Year 18.25% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month - -
1 Year 11.29% 32.85%
3 Year 27.36% 56.81%
5 Year 56% 58.19%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 18.83% 21.85%
3 Year 44.73% 62.32%
5 Year 61.93% 62.49%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 12.48% 16.74%
Sharp 0.67% 0.93%
Beta 0.99% 1.15%
Alpha -1.93% 3.54%

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Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name Pradeep Kesavan Raviprakash Sharma
Total AUM ₹434274 Cr ₹8390 Cr
Fund Manage 43 5
SBI NIFTY Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Large Cap 98.22 88.54
Others 1.08 1.63
Mid Cap 0.67 9.83

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Financial 33.18 19.36
Energy 14.49 11.32
Technology 12.03 -
Construction 4.36 2.61
Consumer Staples 8.01 9.94
Communication 3.59 -
Automobile 8.04 5.59
Healthcare 4.19 2.48
Metals & Mining 3.23 4.87
Consumer Discretionary 1.36 -
Materials 4.45 4.14
Services 1.96 14.17
Insurance 1.21 3.44
Others -0.13 -0.34
Capital Goods - 18.57
Chemicals - 2.25
Diversified - 1.6

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