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SBI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1803 Cr ₹382 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 -2.21% -2.01%
6 Month 8.51% 10.18%
1 Year -9.14% -1.46%
3 Year 17.89% 23.95%
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 4.61% 7.89%
1 Year 0.03% 9.99%
3 Year 17.76% 22.1%
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 7.88% 22.72%
3 Year 19.06% 23.42%
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 18.98% 16.46%
Sharp 0.87% 1.27%
Beta 1.00% 1.00%
Alpha -0.85% -0.92%

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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 2.57 1.92
Large Cap 87.77 5.01
Mid Cap 9.66 90.19
Small Cap - 2.88

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 0.15 0.17
Industrials 14.8 19.3
Consumer Cyclical 10.74 9.96
Healthcare 6.15 11.31
Consumer Defensive 13.11 3.33
Financial Services 20.9 22.93
Energy 5 2.48
Basic Materials 10.03 11.1
Utilities 10.76 3.32
Technology 2.06 9.77
Real Estate 3.87 3.13
Communication Services 2.42 3.18

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