Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs SBI Nifty Next 50 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) | ₹1847 Cr | ₹419 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 | -1.88% | -1.13% |
| 6 Month | 1.67% | 2.85% |
| 1 Year | -6.06% | 1.25% |
| 3 Year | 15.96% | 21.56% |
| 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 | 0.22% | 1.93% |
| 1 Year | 10.66% | 16.87% |
| 3 Year | 14.59% | 17.89% |
| 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 | 5.58% | 18.18% |
| 3 Year | 19.06% | 24.06% |
| 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 | 17.85% | 15.76% |
| Sharp | 0.58% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.89% |
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 | 6.19 | 2.66 |
| Large Cap | 81.31 | 8.91 |
| Mid Cap | 12.5 | 87.06 |
| Small Cap | - | 1.37 |
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 | 0.03 | 0.03 |
| Industrials | 10.82 | 18.14 |
| Healthcare | 6.31 | 8.44 |
| Financial Services | 20.16 | 24.7 |
| Energy | 5.62 | 2.39 |
| Consumer Cyclical | 11.2 | 13.03 |
| Basic Materials | 12.69 | 9.3 |
| Consumer Defensive | 12.03 | 4.34 |
| Utilities | 13.07 | 3.06 |
| Technology | 2.26 | 10.62 |
| Real Estate | 3.52 | 3.07 |
| Communication Services | 2.3 | 2.86 |
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