SBI NIFTY Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI NIFTY 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) | ₹8752 Cr | ₹1625 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 Jan 2002 | 17 Feb 2021 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
Turn Over | 11% | 36% |
Expense Ratio | 0.46 | 0.8 |
Manager | Pradeep Kesavan | Himanshu Mange |
ISIN Code | INF200K01537 | INF204KB15Z3 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.66% | 6.54% |
6 Month | -10.07% | -15.6% |
1 Year | 3.86% | 4.27% |
3 Year | 10.14% | 18.49% |
5 Year | 23.55% | - |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.26% | -7.15% |
1 Year | -3.34% | -13.79% |
3 Year | 11.85% | 18.53% |
5 Year | 14.08% | - |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.48% | 24.27% |
3 Year | 12.43% | 25.17% |
5 Year | 12.02% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.127% | 16.186% |
Sharp | 0.336% | 0.827% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Himanshu Mange |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 10 |
SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 0 |
Large Cap | 97.79 | 6.16 |
Mid Cap | 1.27 | 87.5 |
Small Cap | - | 6.33 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.07 | 0 |
Energy | 10.96 | 2.6 |
Technology | 13.96 | 10.24 |
Industrials | 5.73 | 19.51 |
Basic Materials | 5.84 | 11.04 |
Consumer Defensive | 8 | 4.32 |
Financial Services | 34.32 | 19.79 |
Healthcare | 3.91 | 10.94 |
Consumer Cyclical | 10.32 | 12.96 |
Communication Services | 4.13 | 3.16 |
Utilities | 2.75 | 2.01 |
Real Estate | - | 3.43 |
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