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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1448 Cr ₹308 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 May 2021 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Midcap 150 TRI
Turn Over 52.85% 37%
Expense Ratio 0.76 1.01
Manager Raviprakash Sharma Pranav Gupta
ISIN Code INF200KA1V76 INF209KB1W41
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 Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 10.52% 8.05%
6 Month -18.36% -14.48%
1 Year 1.24% 4.52%
3 Year 14.57% 19.08%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month -6.8% -7.22%
1 Year -17.52% -13.92%
3 Year 16.94% 18.62%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 10.03% 25.27%
3 Year 20.36% 25.35%
5 Year - -

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 18.747% 16.206%
Sharp 0.524% 0.832%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
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 Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others -0.1 -0.22
Large Cap 88.6 6.16
Mid Cap 11.5 87.73
Small Cap - 6.33

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others -0.1 -0.22
Industrials 14.81 19.48
Healthcare 5.56 10.93
Consumer Defensive 10.68 4.32
Financial Services 23.99 20.09
Basic Materials 9.76 11.03
Utilities 12.27 2.01
Technology 2.42 10.23
Energy 2.13 2.6
Real Estate 3.59 3.43
Consumer Cyclical 12.24 12.95
Communication Services 2.67 3.15

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