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) | ₹1768 Cr | ₹1857 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 | -2.36% | -3.42% |
6 Month | 11.88% | 14.35% |
1 Year | -7.08% | 0.09% |
3 Year | 16.15% | 21.35% |
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 | 2.34% | 3.7% |
1 Year | -1.21% | 4.72% |
3 Year | 15.77% | 18.82% |
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 | 6.68% | 20.24% |
3 Year | 19.52% | 25.02% |
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 | 18.15% | 15.73% |
Sharp | 0.64% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -0.93% |
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 | 2.44 | 1.73 |
Large Cap | 87.89 | 4.96 |
Mid Cap | 9.67 | 90.29 |
Small Cap | - | 3.02 |
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 | 0.11 | 0.09 |
Industrials | 14.57 | 19.34 |
Consumer Cyclical | 11 | 10.19 |
Healthcare | 6.34 | 12.2 |
Consumer Defensive | 13.89 | 3.46 |
Financial Services | 20.28 | 21.87 |
Energy | 5.1 | 2.49 |
Basic Materials | 10 | 11.21 |
Utilities | 10.69 | 3.23 |
Technology | 2.04 | 9.92 |
Real Estate | 3.65 | 2.99 |
Communication Services | 2.33 | 3.02 |
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