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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 1.96% 3.6%
6 Month 8.23% 10.97%
1 Year -7.45% 3.93%
3 Year 20.5% 31.39%
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 7.68% 14.31%
1 Year 2.7% 15.48%
3 Year 18.53% 27.56%
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 7.88% 21.29%
3 Year 19.06% 18.4%
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 3.31 -0.1
Large Cap 87 -
Mid Cap 9.69 2.47
Small Cap - 97.63

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 0.94 -0.1
Industrials 14.61 18.28
Consumer Cyclical 10.29 5.47
Healthcare 6 11.76
Consumer Defensive 13.68 3.01
Financial Services 20.7 24.13
Energy 4.9 3.11
Basic Materials 10.01 12.35
Utilities 10.62 5.69
Technology 2 12.34
Real Estate 3.89 2.3
Communication Services 2.37 1.67

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