SBI NIFTY Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8752 Cr | ₹1448 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Jan 2002 | 19 May 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 11% | 52.85% |
Expense Ratio | 0.46 | 0.76 |
Manager | Pradeep Kesavan | Raviprakash Sharma |
ISIN Code | INF200K01537 | INF200KA1V76 |
Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.41% | 3.11% |
6 Month | 0.1% | -7.11% |
1 Year | 9.29% | 1.32% |
3 Year | 12.86% | 14.53% |
5 Year | 21.63% | - |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.97% | 0.73% |
1 Year | 0.91% | -11.46% |
3 Year | 13.12% | 18.13% |
5 Year | 14.41% | - |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.48% | 10.03% |
3 Year | 12.43% | 20.36% |
5 Year | 12.02% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.127% | 18.747% |
Sharp | 0.336% | 0.524% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 0.94 | -0.1 |
Large Cap | 97.79 | 88.6 |
Mid Cap | 1.27 | 11.5 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.07 | -0.1 |
Energy | 10.96 | 2.13 |
Technology | 13.96 | 2.42 |
Industrials | 5.73 | 14.81 |
Basic Materials | 5.84 | 9.76 |
Consumer Defensive | 8 | 10.68 |
Financial Services | 34.32 | 23.99 |
Healthcare | 3.91 | 5.56 |
Consumer Cyclical | 10.32 | 12.24 |
Communication Services | 4.13 | 2.67 |
Utilities | 2.75 | 12.27 |
Real Estate | - | 3.59 |
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