Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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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