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

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Aditya Birla Sun Life Nifty Smallcap 50 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 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)	₹1847 Cr	₹258 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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Month	-1.69%	-3.77%
6 Month	2.66%	-3.82%
1 Year	-5.75%	-9.33%
3 Year	16.26%	22.9%
5 Year	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month	0.22%	-3.22%
1 Year	10.66%	4.77%
3 Year	14.59%	15.56%
5 Year	-	-

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	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation	17.85%	20.35%
Sharp	0.58%	0.84%
Beta	1.00%	1.00%
Alpha	-0.81%	-1.50%

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

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

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	10.39
Consumer Defensive	12.03	3.19
Utilities	13.07	3.21
Technology	2.26	12.9
Real Estate	3.52	1.28
Communication Services	2.3	1.59