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SBI NIFTY Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 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 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8752 Cr ₹308 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 11 Jan 2002 01 Apr 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 11% 37%
Expense Ratio 0.46 1.01
Manager Pradeep Kesavan Pranav Gupta
ISIN Code INF200K01537 INF209KB1W41
Exits Load SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 Aditya Birla Sun Life Nifty Midcap 150 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 Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 0.82% 5.14%
6 Month 0.1% -1.8%
1 Year 6.26% 4.13%
3 Year 16.83% 28.1%
5 Year 20.58% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month 6.34% 11.62%
1 Year 6.93% 10.26%
3 Year 13.42% 23.29%
5 Year 14.04% -

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 14.11% 22.72%
3 Year 12.37% 23.42%
5 Year 12.09% -

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 13.127% 16.206%
Sharp 0.336% 0.832%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name Pradeep Kesavan Pranav Gupta
Total AUM ₹434274 Cr ₹10003 Cr
Funds Managed 43 9
SBI NIFTY Index Fund - Regular Plan - Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 0.94 -0.22
Large Cap 97.79 6.16
Mid Cap 1.27 87.73
Small Cap - 6.33

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 0.07 -0.22
Energy 10.96 2.6
Technology 13.96 10.23
Industrials 5.73 19.48
Basic Materials 5.84 11.03
Consumer Defensive 8 4.32
Financial Services 34.32 20.09
Healthcare 3.91 10.93
Consumer Cyclical 10.32 12.95
Communication Services 4.13 3.15
Utilities 2.75 2.01
Real Estate - 3.43

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