SBI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1448 Cr | ₹308 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 Midcap 150 TRI |
Turn Over | 52.85% | 37% |
Expense Ratio | 0.76 | 1.01 |
Manager | Raviprakash Sharma | Pranav Gupta |
ISIN Code | INF200KA1V76 | INF209KB1W41 |
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 Midcap 150 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 Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | 8.13% | 7.62% |
6 Month | -13.16% | -10.81% |
1 Year | 3.44% | 5.93% |
3 Year | 13.7% | 18.6% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | -1% | -2.43% |
1 Year | -12.35% | -10.06% |
3 Year | 17.8% | 19.16% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 10.03% | 25.27% |
3 Year | 20.36% | 25.35% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 18.747% | 16.206% |
Sharp | 0.524% | 0.832% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 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 Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | -0.1 | -0.22 |
Large Cap | 88.6 | 6.16 |
Mid Cap | 11.5 | 87.73 |
Small Cap | - | 6.33 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | -0.1 | -0.22 |
Industrials | 14.81 | 19.48 |
Healthcare | 5.56 | 10.93 |
Consumer Defensive | 10.68 | 4.32 |
Financial Services | 23.99 | 20.09 |
Basic Materials | 9.76 | 11.03 |
Utilities | 12.27 | 2.01 |
Technology | 2.42 | 10.23 |
Energy | 2.13 | 2.6 |
Real Estate | 3.59 | 3.43 |
Consumer Cyclical | 12.24 | 12.95 |
Communication Services | 2.67 | 3.15 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.68%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns18.72%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.47%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.2%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns19.58%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns14.66%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%