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