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) | ₹10167 Cr | ₹382 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 | -2.9% | -2.65% |
6 Month | 5.91% | 7.41% |
1 Year | 0.03% | -2.77% |
3 Year | 13.68% | 23.59% |
5 Year | 18.18% | - |
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 | 3.37% | 7.89% |
1 Year | 5.99% | 9.99% |
3 Year | 13.01% | 22.1% |
5 Year | 13.74% | - |
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 | 13.95% | 20% |
3 Year | 12.52% | 25.12% |
5 Year | 12.13% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 12.70% | 16.46% |
Sharp | 0.87% | 1.27% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -0.92% |
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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 | 3.27 | 1.92 |
Large Cap | 95.61 | 5.01 |
Mid Cap | 1.13 | 90.19 |
Small Cap | - | 2.88 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.27 | 0.17 |
Energy | 10.94 | 2.48 |
Technology | 11.18 | 9.77 |
Industrials | 5.94 | 19.3 |
Basic Materials | 5.93 | 11.1 |
Consumer Defensive | 6.48 | 3.33 |
Financial Services | 37.31 | 22.93 |
Healthcare | 3.59 | 11.31 |
Consumer Cyclical | 11.1 | 9.96 |
Communication Services | 4.72 | 3.18 |
Utilities | 2.54 | 3.32 |
Real Estate | - | 3.13 |
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