SBI NIFTY Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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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