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

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tortoise-icon SBI NIFTY 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 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) ₹7935 Cr ₹223 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Feb 2002 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 11% 37%
Expense Ratio 0.48 1.01
Manager Pradeep Kesavan Pranav Gupta
ISIN Code INF200K01537 INF209KB1W41
Exits Load Exit load of 0.20% if redeemed within 15 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 1.05% 1.84%
6 Month 14.77% 22.79%
1 Year 30.57% 50.55%
3 Year 15.18% 27.58%
5 Year 18.25% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month - -
1 Year 11.29% 21.41%
3 Year 27.36% 56.4%
5 Year 56% 60.64%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 18.83% 24.1%
3 Year 44.73% 67.16%
5 Year 61.93% 68.61%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 12.48% 14.71%
Sharp 0.67% 1.27%
Beta 0.99% 1.03%
Alpha -1.93% -1.08%

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Fund Managers

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
Fund Manage 43 9
SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 1.08 0.97
Large Cap 98.22 1.79
Mid Cap 0.67 76.82
Small Cap - 4.99

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Financial 33.18 13.19
Others -0.13 -0.22
Energy 14.49 5.86
Technology 12.03 4.69
Construction 4.36 4.24
Metals & Mining 3.23 5.95
Materials 4.45 4.01
Consumer Staples 8.01 2.03
Healthcare 4.19 7.88
Automobile 8.04 7.41
Insurance 1.21 0.26
Consumer Discretionary 1.36 1.35
Communication 3.59 3
Services 1.96 5.84
Capital Goods - 12.1
Chemicals - 5.68
Diversified - 0.32
Textiles - 0.98

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