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) | ₹10345 Cr | ₹1941 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 | 2.93% | 1.6% |
| 6 Month | 7.07% | 8.27% |
| 1 Year | 6.53% | 4.19% |
| 3 Year | 14.3% | 22.89% |
| 5 Year | 17.37% | - |
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 | 3.45% | 2.25% |
| 1 Year | 14.89% | 14.29% |
| 3 Year | 13.54% | 19.39% |
| 5 Year | 13.46% | - |
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 | 13.83% | 18.36% |
| 3 Year | 12.55% | 24.66% |
| 5 Year | 12.16% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.79% | 15.63% |
| Sharp | 0.59% | 0.90% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.93% |
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 | 3.07 | 2.18 |
| Large Cap | 95.53 | 9.12 |
| Mid Cap | 1.4 | 87.25 |
| Small Cap | - | 1.45 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.05 | -0.14 |
| Energy | 10.37 | 2.4 |
| Technology | 9.91 | 10.45 |
| Industrials | 7.09 | 18.5 |
| Basic Materials | 6.32 | 9.61 |
| Healthcare | 4.3 | 8.73 |
| Consumer Defensive | 6.79 | 4.56 |
| Financial Services | 36.49 | 23.58 |
| Consumer Cyclical | 11.68 | 13.47 |
| Communication Services | 4.54 | 2.77 |
| Utilities | 2.56 | 3.2 |
| Real Estate | - | 2.87 |
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