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

Link copied to clipboard!

SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

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

Invest Now

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)	₹11633 Cr	₹419 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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month	-0.4%	-2.08%
6 Month	4.51%	2.35%
1 Year	7.48%	0.75%
3 Year	12.88%	21.57%
5 Year	14.1%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month	3.57%	1.93%
1 Year	16.22%	16.87%
3 Year	12.97%	17.89%
5 Year	12.83%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year	13.66%	18.18%
3 Year	12.64%	24.06%
5 Year	12.21%	-

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation	11.56%	15.76%
Sharp	0.52%	0.96%
Beta	1.00%	1.00%
Alpha	-0.53%	-0.89%

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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	3.35	2.72
Large Cap	95.31	9.11
Mid Cap	1.34	86.84
Small Cap	-	1.33

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.04	0.04
Energy	10.88	2.27
Technology	10.23	10.55
Industrials	7.25	17.94
Basic Materials	6.17	9.12
Healthcare	4.32	8.43
Consumer Defensive	6.49	4.2
Financial Services	36.82	25.66
Consumer Cyclical	10.7	13.04
Communication Services	4.79	3
Utilities	2.32	2.85
Real Estate	-	2.92