Aditya Birla Sun Life Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1448 Cr | ₹965 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 May 2021 | 18 Sep 2002 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 52.85% | 16% |
Expense Ratio | 0.76 | 0.47 |
Manager | Raviprakash Sharma | Pranav Gupta |
ISIN Code | INF200KA1V76 | INF209K01LB2 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Month | 9.27% | 4.66% |
6 Month | -19.28% | -10.06% |
1 Year | 1.09% | 3.86% |
3 Year | 14.15% | 10.08% |
5 Year | - | 23.33% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
6 Month | -6.8% | -1.26% |
1 Year | -17.52% | -3.33% |
3 Year | 16.94% | 11.84% |
5 Year | - | 14.01% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Year | 10.03% | 14.38% |
3 Year | 20.36% | 12.19% |
5 Year | - | 11.87% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 18.747% | 13.111% |
Sharp | 0.524% | 0.331% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Name | Raviprakash Sharma | Pranav Gupta |
Total AUM | ₹8390 Cr | ₹10003 Cr |
Funds Managed | 5 | 9 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | -0.1 | 0.98 |
Large Cap | 88.6 | 97.75 |
Mid Cap | 11.5 | 1.27 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | -0.1 | 0.12 |
Industrials | 14.81 | 5.73 |
Healthcare | 5.56 | 3.91 |
Consumer Defensive | 10.68 | 8 |
Financial Services | 23.99 | 34.31 |
Basic Materials | 9.76 | 5.84 |
Utilities | 12.27 | 2.74 |
Technology | 2.42 | 13.96 |
Energy | 2.13 | 10.96 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 10.32 |
Communication Services | 2.67 | 4.13 |
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