SBI NIFTY Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11816 Cr | ₹2153 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Jan 2002 | 17 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 11% | 36% |
| Expense Ratio | 0.46 | 0.8 |
| Manager | Pradeep Kesavan | Himanshu Mange |
| ISIN Code | INF200K01537 | INF204KB15Z3 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.36% | -2.62% |
| 6 Month | 2.04% | -0.36% |
| 1 Year | 9.68% | 9.8% |
| 3 Year | 13.5% | 23.01% |
| 5 Year | 13.87% | - |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.56% | 2.35% |
| 1 Year | 12.63% | 14.95% |
| 3 Year | 11.72% | 15.92% |
| 5 Year | 12.25% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.58% | 12.78% |
| 3 Year | 12.68% | 22.97% |
| 5 Year | 12.23% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.48% | 14.71% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Himanshu Mange |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 10 |
| SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.97 | 2.47 |
| Large Cap | 95.77 | 9.67 |
| Mid Cap | 1.27 | 86.6 |
| Small Cap | - | 1.26 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.42 | 0.01 |
| Energy | 10.98 | 2.41 |
| Technology | 10.46 | 10.08 |
| Industrials | 7.07 | 17.49 |
| Basic Materials | 6.4 | 9.54 |
| Healthcare | 4.17 | 8.36 |
| Consumer Defensive | 6.44 | 4.21 |
| Financial Services | 36.73 | 25.34 |
| Consumer Cyclical | 10.9 | 13.73 |
| Communication Services | 4.95 | 3.1 |
| Utilities | 2.33 | 2.83 |
| Real Estate | - | 2.89 |
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