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) | ₹1803 Cr | ₹1851 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 | -3.84% | -3.87% |
6 Month | 5.01% | 6.08% |
1 Year | -10.85% | -3.24% |
3 Year | 16.65% | 22.45% |
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 | 4.61% | 7.89% |
1 Year | 0.03% | 10.08% |
3 Year | 17.76% | 22.01% |
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 | 6.68% | 20.24% |
3 Year | 19.52% | 25.02% |
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 | 2.57 | 1.76 |
Large Cap | 87.77 | 5.04 |
Mid Cap | 9.66 | 90.31 |
Small Cap | - | 2.9 |
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 | 0.15 | 0 |
Industrials | 14.8 | 19.4 |
Consumer Cyclical | 10.74 | 10.02 |
Healthcare | 6.15 | 11.38 |
Consumer Defensive | 13.11 | 3.35 |
Financial Services | 20.9 | 22.67 |
Energy | 5 | 2.5 |
Basic Materials | 10.03 | 11.16 |
Utilities | 10.76 | 3.34 |
Technology | 2.06 | 9.82 |
Real Estate | 3.87 | 3.15 |
Communication Services | 2.42 | 3.2 |
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