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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) ₹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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