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) | ₹10048 Cr | ₹1857 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 | 2.46% | 3.67% |
6 Month | 13.36% | 21.53% |
1 Year | 0.17% | -2.51% |
3 Year | 13.61% | 21.78% |
5 Year | 17.53% | - |
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 | 3.13% | 4.08% |
1 Year | 10.66% | 12.91% |
3 Year | 12.59% | 19.9% |
5 Year | 12.94% | - |
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 | 13.95% | 20.24% |
3 Year | 12.52% | 25.02% |
5 Year | 12.13% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.12% | 15.76% |
Sharp | 0.45% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -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 | 2.97 | 1.77 |
Large Cap | 95.89 | 5.07 |
Mid Cap | 1.13 | 90.11 |
Small Cap | - | 3.04 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.14 | 0.1 |
Energy | 10.41 | 2.32 |
Technology | 10.5 | 10.22 |
Industrials | 5.88 | 19.35 |
Basic Materials | 6.29 | 11.21 |
Consumer Defensive | 6.94 | 3.54 |
Financial Services | 36.77 | 21.83 |
Healthcare | 3.74 | 11.93 |
Consumer Cyclical | 12.16 | 10.42 |
Communication Services | 4.64 | 2.9 |
Utilities | 2.53 | 3.19 |
Real Estate | - | 2.98 |
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