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) ₹1395 Cr ₹285 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 0.78 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 1.88% 4.6%
6 Month -4.53% 1.54%
1 Year 31.85% 24.88%
3 Year 18.25% 22.62%
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 - -
1 Year 11.72% 16.39%
3 Year 25.73% 29.6%
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 8.08% 25.27%
3 Year 22.01% 26.26%
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 16.74% 14.71%
Sharp 0.93% 1.27%
Beta 1.15% 1.03%
Alpha 3.54% -1.08%

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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
Fund Manage 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 1.63 0.97
Large Cap 88.54 1.79
Mid Cap 9.83 76.82
Small Cap - 4.99

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 -0.34 -0.22
Capital Goods 18.57 12.1
Healthcare 2.48 7.88
Consumer Staples 9.94 2.03
Financial 19.36 13.19
Materials 4.14 4.01
Insurance 3.44 0.26
Energy 11.32 5.86
Services 14.17 5.84
Metals & Mining 4.87 5.95
Construction 2.61 4.24
Chemicals 2.25 5.68
Automobile 5.59 7.41
Diversified 1.6 0.32
Technology - 4.69
Communication - 3
Consumer Discretionary - 1.35
Textiles - 0.98

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