Nippon India Nifty Midcap 150 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1847 Cr | ₹2106 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 May 2021 | 17 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 52.85% | 36% |
| Expense Ratio | 0.76 | 0.8 |
| Manager | Raviprakash Sharma | Himanshu Mange |
| ISIN Code | INF200KA1V76 | INF204KB15Z3 |
| 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 | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.69% | 1.28% |
| 6 Month | 3.04% | 2.34% |
| 1 Year | 5.51% | 7.53% |
| 3 Year | 18.94% | 23.39% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.02% | 4.12% |
| 1 Year | 14.47% | 18.78% |
| 3 Year | 15.54% | 17.96% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.58% | 18.36% |
| 3 Year | 19.06% | 24.66% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.74% | 14.71% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Raviprakash Sharma | Himanshu Mange |
| Total AUM | ₹8390 Cr | ₹0 Cr |
| Funds Managed | 5 | 10 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | 0.03 |
| Large Cap | 93.26 | 4.16 |
| Mid Cap | 6.76 | 92.85 |
| Small Cap | - | 2.96 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | 0.03 |
| Electrical Equipment | 5.65 | 6.16 |
| Pharmaceuticals & Biotechnology | 6.27 | 6.63 |
| Finance | 10.9 | 6.19 |
| Banks | 6.39 | 9.7 |
| Petroleum Products | 5.63 | 1.15 |
| Leisure Services | 2.83 | 1.67 |
| Aerospace & Defense | 3.74 | 0.37 |
| Cement & Cement Products | 3.02 | 1.35 |
| Insurance | 2.92 | 2.23 |
| Automobiles | 5.03 | 2.1 |
| Personal Products | 2 | 1.87 |
| Power | 9.36 | 1.88 |
| Gas | 2.06 | 1.52 |
| Consumer Durables | 1.57 | 3.92 |
| Retailing | 4.79 | 2.55 |
| Beverages | 4.69 | 0.32 |
| Diversified Metals | 3.86 | - |
| IT - Software | 2.45 | 6.04 |
| Food Products | 2.99 | - |
| Industrial Manufacturing | 0.88 | 0.57 |
| Non - Ferrous Metals | 0.91 | 0.61 |
| Realty | 3.41 | 2.93 |
| Chemicals & Petrochemicals | 3.38 | 2.09 |
| Auto Components | 3.6 | 5.82 |
| Ferrous Metals | 1.69 | 1.58 |
| Industrial Products | - | 5.47 |
| IT - Services | - | 0.63 |
| Agricultural, Commercial & Construction Vehicles | - | 1.51 |
| Healthcare Services | - | 1.85 |
| Transport Services | - | 0.46 |
| Capital Markets | - | 5.62 |
| Telecom - Services | - | 3.02 |
| Fertilizers & Agrochemicals | - | 2.73 |
| Agricultural Food & other Products | - | 1.72 |
| Diversified | - | 0.38 |
| Cigarettes & Tobacco Products | - | 0.31 |
| Oil | - | 0.59 |
| Construction | - | 0.7 |
| Financial Technology (Fintech) | - | 2.88 |
| Minerals & Mining | - | 0.67 |
| Textiles & Apparels | - | 0.94 |
| Transport Infrastructure | - | 1.24 |
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