SBI Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1725 Cr | ₹1743 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 May 2021 | 17 Feb 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
Turn Over | 52.85% | 36% |
Expense Ratio | 0.76 | 0.8 |
Manager | Raviprakash Sharma | Himanshu Mange |
ISIN Code | INF200KA1V76 | INF204KB15Z3 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.11% | 1.07% |
6 Month | 2.66% | 3.89% |
1 Year | -6.47% | 2.2% |
3 Year | 21.33% | 27.55% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.97% | 12.74% |
1 Year | 3.98% | 15.56% |
3 Year | 19.4% | 23.77% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.88% | 22.61% |
3 Year | 19.06% | 24.62% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.98% | 16.43% |
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 | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Raviprakash Sharma | Himanshu Mange |
Total AUM | ₹8390 Cr | ₹0 Cr |
Funds Managed | 5 | 10 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.31 | 1.99 |
Large Cap | 87 | 4.99 |
Mid Cap | 9.69 | 90.03 |
Small Cap | - | 2.99 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 0.35 |
Industrials | 14.61 | 19.8 |
Consumer Cyclical | 10.29 | 10.15 |
Healthcare | 6 | 11.12 |
Consumer Defensive | 13.68 | 3.55 |
Financial Services | 20.7 | 21.99 |
Energy | 4.9 | 2.54 |
Basic Materials | 10.01 | 11.17 |
Utilities | 10.62 | 3.4 |
Technology | 2 | 9.67 |
Real Estate | 3.89 | 3.1 |
Communication Services | 2.37 | 3.15 |
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