1000034461.jpg
Niftt 50 VS nifty bext 50
Searching the Web
Nifty 50 vs Nifty Next 50 comparison returns risk 2025 2026
analyse_media
Here's a detailed comparison of Nifty 50 vs Nifty Next 50, with context from your SETFNIFTY screenshot:
Your ETF: SETFNIFTY (SBI ETF Nifty 50)
| Field | Value |
|---|---|
| Price | ₹257.17 (down 4.11%) |
| NAV | ₹256.74 |
| Expense Ratio | 0.04% (extremely low) |
| Tracking Error | 0.02% |
| AUM | ₹2,10,090 Cr (one of India's largest ETFs) |
| P/E Ratio | 20 |
| P/B Ratio | 3 |
Nifty 50 vs Nifty Next 50 - Head to Head
What They Are
| Nifty 50 | Nifty Next 50 | |
|---|---|---|
| Stocks covered | Top 50 companies by market cap | Ranks 51-100 by market cap |
| Type | Mega/large-cap | Large-cap (but smaller) |
| % of NSE market cap | ~55-60% | ~11.22% |
| Typical P/E | ~20 (lower/fairer) | Higher (growth premium) |
Returns Comparison (as of March 2026, data from BacktestIndia)
| Period | Nifty 50 CAGR | Nifty Next 50 CAGR | Winner |
|---|---|---|---|
| 1 Year | -1.00% | +1.57% | Next 50 |
| 3 Year | 10.12% | 20.20% | Next 50 |
| 5 Year | 9.55% | 14.34% | Next 50 |
| 10 Year | 11.60% | 14.25% | Next 50 |
| 15 Year | 9.63% | 13.52% | Next 50 |
| 26 Year (full) | 11.41% | 11.18% | Nifty 50 |
Key insight: Next 50 wins in almost every recent time window, but over a full 26-year period (which includes the dot-com crash starting at a peak), Nifty 50 narrowly edges ahead.
Risk Comparison
| Metric | Nifty 50 | Nifty Next 50 |
|---|---|---|
| Annual Volatility | 21.5% | 27.4% (28% higher) |
| Sharpe Ratio | 0.342 | 0.314 |
| Sortino Ratio | 0.474 | 0.420 |
| Max drawdowns | Smaller | Larger (falls harder) |
Sector Composition (Key Difference)
| Sector | Nifty 50 | Nifty Next 50 |
|---|---|---|
| Financials/Banks | Very heavy (~35%) | Lower (~22%) |
| Capital Goods | Light | Heavy |
| Power/Utilities | Light | Heavy |
| Healthcare | Moderate | Higher |
| Consumer Services | Moderate | Higher |
| IT | Moderate | Very low |
Next 50 gives you exposure to capital goods, power, metals, and healthcare - sectors driving India's infrastructure boom - which is why it has outperformed recently.
Expense Ratio (Cost)
| ETF/Fund | Expense Ratio |
|---|---|
| SETFNIFTY (your ETF) | 0.04% - outstanding |
| Best Nifty Next 50 ETF (Kotak) | 0.10% |
| Typical Nifty Next 50 index fund | 0.19% - 0.40% |
Which Should You Choose?
| If you want... | Go with |
|---|---|
| Stability, lower risk, large AUM liquidity | Nifty 50 (SETFNIFTY) |
| Higher long-term growth potential | Nifty Next 50 |
| "Tomorrow's Nifty 50 leaders today" | Nifty Next 50 |
| Best of both worlds | Split allocation 50/50 or 60/40 |
Bottom line: Nifty Next 50 has beaten Nifty 50 in nearly every period from 3 years onward, but with ~28% higher volatility. Many investors hold both - a core Nifty 50 position (like your SETFNIFTY) plus a smaller Next 50 allocation for extra growth. The SETFNIFTY you hold has one of the lowest expense ratios available (0.04%), so it's an excellent Nifty 50 vehicle.
A recent NDTV Profit video (June 2026) discusses this comparison - Nifty 50 vs Nifty Next 50: Which Should You Buy? - with ICICI Prudential AMC's fund manager explaining how sector composition drives the return difference.
This is a shared conversation. Sign in to Orris to start your own chat.