Nippon India 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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹1425 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 May 2021 15 Feb 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% 36%
Expense Ratio 0.78 0.8
Manager Raviprakash Sharma Himanshu Mange
ISIN Code INF200KA1V76 INF204KB15Z3
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Month 1.8% 1.11%
6 Month 5.3% 9.17%
1 Year 46.36% 30.5%
3 Year 19.09% 22.66%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.72% 14.06%
3 Year 26.61% 28.45%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Year 8.08% 24.17%
3 Year 22.01% 25.93%
5 Year - -

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.74% 14.71%
Sharp 0.93% 1.26%
Beta 1.15% 1.03%
Alpha 3.54% -1.23%

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Name Raviprakash Sharma Himanshu Mange
Total AUM ₹8390 Cr ₹0 Cr
Fund Manage 5 10
SBI Nifty Next 50 Index Fund - Regular Plan - Growth Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 1.63 1.14
Large Cap 88.54 1.78
Mid Cap 9.83 76.69
Small Cap - 4.98

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others -0.34 -0.05
Capital Goods 18.57 12.08
Healthcare 2.48 7.86
Consumer Staples 9.94 2.03
Financial 19.36 13.16
Materials 4.14 4.01
Insurance 3.44 0.26
Energy 11.32 5.84
Services 14.17 5.83
Metals & Mining 4.87 5.94
Construction 2.61 4.23
Chemicals 2.25 5.67
Automobile 5.59 7.41
Diversified 1.6 0.32
Technology - 4.69
Communication - 2.98
Consumer Discretionary - 1.35
Textiles - 0.98

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