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Aditya Birla Sun Life Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | 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) | ₹1121 Cr | ₹379 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Sep 2002 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 16% | 37% |
| Expense Ratio | 0.47 | 1.01 |
| Manager | Pranav Gupta | Pranav Gupta |
| ISIN Code | INF209K01LB2 | INF209KB1W41 |
| Exits Load | Data not available./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 | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 1.34% | 0.41% |
| 6 Month | 9.83% | 13.17% |
| 1 Year | 3.24% | -1.32% |
| 3 Year | 14.83% | 23.16% |
| 5 Year | 17.46% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 1.55% | 2.25% |
| 1 Year | 11.34% | 14.34% |
| 3 Year | 12.25% | 19.08% |
| 5 Year | 12.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 13.72% | 18.18% |
| 3 Year | 12.31% | 24.06% |
| 5 Year | 12.01% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 11.77% | 15.67% |
| Sharp | 0.59% | 0.91% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.55% | -0.90% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Pranav Gupta |
| Total AUM | ₹10003 Cr | ₹10003 Cr |
| Funds Managed | 9 | 9 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 3.16 | 1.87 |
| Large Cap | 95.71 | 5.05 |
| Mid Cap | 1.13 | 90.06 |
| Small Cap | - | 3.02 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.33 | 0.21 |
| Energy | 10.39 | 2.31 |
| Technology | 10.48 | 10.17 |
| Industrials | 5.87 | 19.26 |
| Basic Materials | 6.28 | 11.16 |
| Consumer Defensive | 6.93 | 3.52 |
| Financial Services | 36.7 | 22.12 |
| Healthcare | 3.74 | 11.87 |
| Consumer Cyclical | 12.13 | 10.37 |
| Communication Services | 4.64 | 2.88 |
| Utilities | 2.52 | 3.17 |
| Real Estate | - | 2.97 |
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