Principal Nifty 100 Equal Weight Fund vs SBI Nifty Next 50 Index Fund
A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.
The facts, side by side
Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.
| Metric | Principal Nifty 100 Equal Weight FundPrincipal Mutual Fund | SBI Nifty Next 50 Index FundSBI Mutual Fund |
|---|---|---|
| Category | Index Funds | Index Funds |
| Latest NAV | ₹111.72as of 30 Dec 2021 | ₹19.91as of 14 Jul 2026 |
| 1-year return (CAGR) | +30.9% | +5.9% |
| 3-year return (CAGR) | +15.6% | +18.0% |
| 5-year return (CAGR) | +14.2% | +13.6% |
| Annualised volatility | 17.2% | 18.5% |
| Maximum drawdown | -41.1% | -26.5% |
What the numbers say
Each line states the same metric for both funds over a named period.
Over the trailing 3 years, Principal Nifty 100 Equal Weight Fund's annualised return (CAGR) was 15.6% versus SBI Nifty Next 50 Index Fund's 18.0%. Past performance is not indicative of future results.
Over the trailing 5 years, Principal Nifty 100 Equal Weight Fund's annualised return (CAGR) was 14.2% versus SBI Nifty Next 50 Index Fund's 13.6%. Past performance is not indicative of future results.
Over the available NAV history, Principal Nifty 100 Equal Weight Fund's annualised volatility was 17.2% and SBI Nifty Next 50 Index Fund's was 18.5%.
Over the available NAV history, Principal Nifty 100 Equal Weight Fund's maximum drawdown was -41.1% and SBI Nifty Next 50 Index Fund's was -26.5%.
Principal Nifty 100 Equal Weight Fund is categorised as Index Funds and SBI Nifty Next 50 Index Fund as Index Funds.
These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.
Open each fund, or build your own comparison
See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.
Frequently asked questions
Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144
Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Not sure which of these fits your goals?
A NISM-certified planner in Faridabad / Delhi NCR can put both funds in the context of your goals, time frame and risk profile — free consultation.