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SBI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1847 Cr | ₹419 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 May 2021 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 52.85% | 37% |
| Expense Ratio | 0.76 | 1.01 |
| Manager | Raviprakash Sharma | Pranav Gupta |
| ISIN Code | INF200KA1V76 | INF209KB1W41 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -2.63% | -2.08% |
| 6 Month | 1.77% | 2.35% |
| 1 Year | -4.59% | 0.75% |
| 3 Year | 16.28% | 21.57% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 0.22% | 1.93% |
| 1 Year | 10.66% | 16.87% |
| 3 Year | 14.59% | 17.89% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 5.58% | 18.18% |
| 3 Year | 19.06% | 24.06% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 17.85% | 15.76% |
| Sharp | 0.58% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.89% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Name | Raviprakash Sharma | Pranav Gupta |
| Total AUM | ₹8390 Cr | ₹10003 Cr |
| Funds Managed | 5 | 9 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 5.97 | 2.72 |
| Large Cap | 81.43 | 9.11 |
| Mid Cap | 12.61 | 86.84 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0 | 0.04 |
| Industrials | 10.63 | 17.94 |
| Healthcare | 6.27 | 8.43 |
| Financial Services | 20.21 | 25.66 |
| Energy | 5.63 | 2.27 |
| Consumer Cyclical | 11.45 | 13.04 |
| Basic Materials | 12.86 | 9.12 |
| Consumer Defensive | 12.21 | 4.2 |
| Utilities | 12.64 | 2.85 |
| Technology | 2.45 | 10.55 |
| Real Estate | 3.41 | 2.92 |
| Communication Services | 2.24 | 3 |
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