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Aditya Birla Sun Life Nifty Smallcap 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 Smallcap 50 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1448 Cr | ₹209 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 | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Smallcap 50 TRI |
| Turn Over | 52.85% | 37% |
| Expense Ratio | 0.76 | 1.01 |
| Manager | Raviprakash Sharma | Pranav Gupta |
| ISIN Code | INF200KA1V76 | INF209KB1V83 |
| 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 Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 4% | 3.71% |
| 6 Month | -10.73% | -10.37% |
| 1 Year | 5.58% | 6.32% |
| 3 Year | 14.6% | 17.69% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | -1% | -4.07% |
| 1 Year | -12.35% | -12.81% |
| 3 Year | 17.8% | 22.18% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 10.03% | 25.63% |
| 3 Year | 20.36% | 18.9% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 18.747% | 21.74% |
| Sharp | 0.524% | 0.475% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | -0.1 | 0.02 |
| Large Cap | 88.6 | - |
| Mid Cap | 11.5 | 14.96 |
| Small Cap | - | 85.02 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | -0.1 | 0.02 |
| Industrials | 14.81 | 18.61 |
| Healthcare | 5.56 | 12.35 |
| Consumer Defensive | 10.68 | 2.66 |
| Financial Services | 23.99 | 26.63 |
| Basic Materials | 9.76 | 12.86 |
| Utilities | 12.27 | 4.19 |
| Technology | 2.42 | 11.65 |
| Energy | 2.13 | 1.34 |
| Real Estate | 3.59 | 2.52 |
| Consumer Cyclical | 12.24 | 3.45 |
| Communication Services | 2.67 | 3.72 |
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