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) | ₹10009 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 | -1.56% | -3.42% |
6 Month | 8.04% | 14.35% |
1 Year | 2.81% | 0.09% |
3 Year | 12.32% | 21.35% |
5 Year | 17.84% | - |
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 | 2.4% | 3.7% |
1 Year | 5.47% | 4.72% |
3 Year | 11.7% | 18.82% |
5 Year | 12.66% | - |
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 | 12.14% | 15.73% |
Sharp | 0.59% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -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 | 3.17 | 1.73 |
Large Cap | 95.69 | 4.96 |
Mid Cap | 1.14 | 90.29 |
Small Cap | - | 3.02 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.3 | 0.09 |
Energy | 10.52 | 2.49 |
Technology | 10.42 | 9.92 |
Industrials | 5.91 | 19.34 |
Basic Materials | 6.11 | 11.21 |
Consumer Defensive | 6.73 | 3.46 |
Financial Services | 37.74 | 21.87 |
Healthcare | 3.77 | 12.2 |
Consumer Cyclical | 11.28 | 10.19 |
Communication Services | 4.63 | 3.02 |
Utilities | 2.58 | 3.23 |
Real Estate | - | 2.99 |
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