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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 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 Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1803 Cr ₹252 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 Smallcap 50 TRI
Turn Over 52.85% 37%
Expense Ratio 0.76 1.01
Manager Raviprakash Sharma Pranav Gupta
ISIN Code INF200KA1V76 INF209KB1V83
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 Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth
1 Month -3.84% -7.24%
6 Month 5.01% 5.55%
1 Year -10.85% -4.33%
3 Year 16.65% 24.77%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month 4.61% 9.16%
1 Year 0.03% 9.22%
3 Year 17.76% 25.66%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Year 6.68% 15.2%
3 Year 19.52% 19%
5 Year - -

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation 18.98% 19.97%
Sharp 0.87% 1.20%
Beta 1.00% 1.00%
Alpha -0.85% -1.55%

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others 2.57 0.05
Large Cap 87.77 -
Mid Cap 9.66 2.34
Small Cap - 97.61

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others 0.15 0.05
Industrials 14.8 17.17
Consumer Cyclical 10.74 5.19
Healthcare 6.15 11.79
Consumer Defensive 13.11 2.89
Financial Services 20.9 25.37
Energy 5 2.89
Basic Materials 10.03 12.57
Utilities 10.76 5.86
Technology 2.06 12.26
Real Estate 3.87 2.18
Communication Services 2.42 1.79

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