Aditya Birla Sun Life Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1843 Cr | ₹1152 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 May 2021 | 18 Sep 2002 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 52.85% | 16% |
| Expense Ratio | 0.76 | 0.47 |
| Manager | Raviprakash Sharma | Pranav Gupta |
| ISIN Code | INF200KA1V76 | INF209K01LB2 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 2.55% | 3.63% |
| 6 Month | 8.49% | 6.42% |
| 1 Year | 0.1% | 7.05% |
| 3 Year | 17.76% | 13.27% |
| 5 Year | - | 17.8% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.16% | 0.08% |
| 1 Year | 8.07% | 7.15% |
| 3 Year | 15.35% | 10.4% |
| 5 Year | - | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.58% | 13.72% |
| 3 Year | 19.06% | 12.31% |
| 5 Year | - | 12.01% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 17.81% | 11.68% |
| Sharp | 0.65% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.55% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 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 50 Index Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Others | 6.07 | 3.08 |
| Large Cap | 81.45 | 95.52 |
| Mid Cap | 12.48 | 1.4 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Others | -0.03 | -0.03 |
| Industrials | 11.24 | 7.09 |
| Consumer Cyclical | 11.51 | 11.68 |
| Healthcare | 5.93 | 4.3 |
| Consumer Defensive | 12.47 | 6.79 |
| Financial Services | 20.01 | 36.49 |
| Energy | 5.37 | 10.37 |
| Basic Materials | 12.91 | 6.32 |
| Utilities | 12.81 | 2.56 |
| Technology | 2.11 | 9.91 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.54 |
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