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) | ₹11312 Cr | ₹2031 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 | 1.81% | -0.89% |
| 6 Month | 4.3% | 0.64% |
| 1 Year | 5.98% | 0.48% |
| 3 Year | 12.43% | 20.85% |
| 5 Year | 14.84% | - |
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 | 4.55% | 3.06% |
| 1 Year | 17.77% | 17.26% |
| 3 Year | 13.42% | 18.1% |
| 5 Year | 13.15% | - |
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 | 13.7% | 18.36% |
| 3 Year | 12.64% | 24.66% |
| 5 Year | 12.19% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.56% | 15.73% |
| Sharp | 0.52% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.91% |
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 | 2.86 | 2.59 |
| Large Cap | 95.75 | 8.96 |
| Mid Cap | 1.39 | 87.08 |
| Small Cap | - | 1.38 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.85 | -0.05 |
| Energy | 10.76 | 2.41 |
| Technology | 9.99 | 10.68 |
| Industrials | 7.32 | 18.23 |
| Basic Materials | 6.44 | 9.34 |
| Healthcare | 4.26 | 8.48 |
| Consumer Defensive | 6.76 | 4.36 |
| Financial Services | 36.65 | 24.41 |
| Consumer Cyclical | 11.4 | 13.09 |
| Communication Services | 4.79 | 2.88 |
| Utilities | 2.48 | 3.08 |
| Real Estate | - | 3.09 |
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