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

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SBI NIFTY Index Fund - Regular Plan - Growth

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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 Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund	SBI NIFTY 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)	₹8752 Cr	₹308 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	11 Jan 2002	01 Apr 2021
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY Midcap 150 TRI
Turn Over	11%	37%
Expense Ratio	0.46	1.01
Manager	Pradeep Kesavan	Pranav Gupta
ISIN Code	INF200K01537	INF209KB1W41
Exits Load	SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month	3.27%	3.32%
6 Month	-2.51%	-7.61%
1 Year	9.7%	9.15%
3 Year	12.23%	19.82%
5 Year	22.48%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month	2.26%	-2.43%
1 Year	0.8%	-10.06%
3 Year	12.66%	19.16%
5 Year	14.16%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year	14.48%	25.27%
3 Year	12.43%	25.35%
5 Year	12.02%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation	13.127%	16.206%
Sharp	0.336%	0.832%
Beta	-	-
Alpha	-	-

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Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name	Pradeep Kesavan	Pranav Gupta
Total AUM	₹434274 Cr	₹10003 Cr
Funds Managed	43	9
	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.94	-0.22
Large Cap	97.79	6.16
Mid Cap	1.27	87.73
Small Cap	-	6.33

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.07	-0.22
Energy	10.96	2.6
Technology	13.96	10.23
Industrials	5.73	19.48
Basic Materials	5.84	11.03
Consumer Defensive	8	4.32
Financial Services	34.32	20.09
Healthcare	3.91	10.93
Consumer Cyclical	10.32	12.95
Communication Services	4.13	3.15
Utilities	2.75	2.01
Real Estate	-	3.43