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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 | 6.79% | 8.42% |
| 6 Month | 6.39% | 3.82% |
| 1 Year | 12.33% | 9.45% |
| 3 Year | 17.16% | 26.37% |
| 5 Year | 22.96% | - |
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 | 2.95% | 0.12% |
| 1 Year | 1.38% | -8.15% |
| 3 Year | 12.23% | 18.24% |
| 5 Year | 13.5% | - |
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 | 14.48% | 25.27% |
| 3 Year | 12.43% | 25.35% |
| 5 Year | 12.02% | - |
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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