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) | ₹1152 Cr | ₹386 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 | 1.78% | 1.69% |
| 6 Month | 5.35% | 11.45% |
| 1 Year | 4.94% | 2.41% |
| 3 Year | 12.71% | 21.89% |
| 5 Year | 16.4% | - |
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 | 3.87% | 3.57% |
| 1 Year | 14.62% | 16.35% |
| 3 Year | 12.98% | 19.42% |
| 5 Year | 12.95% | - |
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 | 11.68% | 15.76% |
| Sharp | 0.57% | 0.97% |
| 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 | 3.08 | 2.29 |
| Large Cap | 95.52 | 9.07 |
| Mid Cap | 1.4 | 87.19 |
| Small Cap | - | 1.44 |
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 | -0.03 | -0.02 |
| Energy | 10.37 | 2.39 |
| Technology | 9.91 | 10.39 |
| Industrials | 7.09 | 18.4 |
| Basic Materials | 6.32 | 9.56 |
| Healthcare | 4.3 | 8.69 |
| Consumer Defensive | 6.79 | 4.54 |
| Financial Services | 36.49 | 23.88 |
| Consumer Cyclical | 11.68 | 13.4 |
| Communication Services | 4.54 | 2.75 |
| Utilities | 2.56 | 3.18 |
| Real Estate | - | 2.85 |
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