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SBI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1825 Cr | ₹260 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 Smallcap 50 TRI |
| Turn Over | 52.85% | 37% |
| Expense Ratio | 0.76 | 1.01 |
| Manager | Raviprakash Sharma | Pranav Gupta |
| ISIN Code | INF200KA1V76 | INF209KB1V83 |
| 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 Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -0.97% | -1.57% |
| 6 Month | 3.4% | 0.19% |
| 1 Year | -2.62% | -4.73% |
| 3 Year | 16.22% | 23.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 1.71% | -0.13% |
| 1 Year | 11.59% | 9.21% |
| 3 Year | 15.84% | 18.16% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 5.58% | 11.71% |
| 3 Year | 19.06% | 19.43% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 17.81% | 20.25% |
| Sharp | 0.65% | 0.93% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -1.51% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 6.19 | 0.06 |
| Large Cap | 81.31 | - |
| Mid Cap | 12.5 | 2.73 |
| Small Cap | - | 97.21 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.03 | 0.06 |
| Industrials | 10.82 | 11.04 |
| Healthcare | 6.31 | 19.5 |
| Financial Services | 20.16 | 29.79 |
| Energy | 5.62 | 2.46 |
| Consumer Cyclical | 11.2 | 4.59 |
| Basic Materials | 12.69 | 11.67 |
| Consumer Defensive | 12.03 | 3.19 |
| Utilities | 13.07 | 3.21 |
| Technology | 2.26 | 12.9 |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | 1.59 |
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