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 Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 11% | 52.85% |
Expense Ratio | 0.46 | 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 | -2.46% | -2.5% |
6 Month | -9.58% | -20.34% |
1 Year | 1.45% | -1.82% |
3 Year | 11.3% | 13.79% |
5 Year | 17.07% | - |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.53% | -13.06% |
1 Year | -10.62% | -27.52% |
3 Year | 8.87% | 12.1% |
5 Year | 12.39% | - |
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 |
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 |
---|---|---|
Others | 0.93531 | -0.10214 |
Large Cap | 97.79206 | 88.60246 |
Mid Cap | 1.27261 | 11.49969 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.07238 | -0.10214 |
Energy | 10.96313 | 2.12708 |
Technology | 13.96154 | 2.41723 |
Industrials | 5.73409 | 14.80609 |
Basic Materials | 5.84076 | 9.757 |
Consumer Defensive | 8.00174 | 10.6755 |
Financial Services | 34.32295 | 23.991 |
Healthcare | 3.90787 | 5.55809 |
Consumer Cyclical | 10.31983 | 12.23777 |
Communication Services | 4.12954 | 2.66983 |
Utilities | 2.74615 | 12.27102 |
Real Estate | - | 3.59154 |
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