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Aditya Birla Sun Life Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 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 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) ₹1066 Cr ₹358 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 0.99% 3.12%
6 Month 5.89% 1.8%
1 Year 6.97% 3.06%
3 Year 17.45% 28.8%
5 Year 19.99% -

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 6.63% 8.02%
1 Year 9.32% 6.93%
3 Year 14.51% 22.73%
5 Year 14.65% -

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 14.05% 22.72%
3 Year 12.17% 23.42%
5 Year 11.93% -

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 13.12% 17.00%
Sharp 0.63% 1.05%
Beta 1.00% 1.00%
Alpha -0.58% -0.95%

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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 0.98 -0.22
Large Cap 97.75 6.16
Mid Cap 1.27 87.73
Small Cap - 6.33

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 0.12 -0.22
Energy 10.96 2.6
Technology 13.96 10.23
Industrials 5.73 19.48
Basic Materials 5.84 11.03
Consumer Defensive 8 4.32
Financial Services 34.31 20.09
Healthcare 3.91 10.93
Consumer Cyclical 10.32 12.95
Communication Services 4.13 3.15
Utilities 2.74 2.01
Real Estate - 3.43

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