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

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

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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)	₹1213 Cr	₹406 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

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	0.91%	-0.4%
6 Month	6.43%	4.43%
1 Year	7.08%	3.41%
3 Year	12.27%	21.26%
5 Year	15.27%	-

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	4.61%	4.19%
1 Year	17.54%	18.84%
3 Year	13.71%	19.4%
5 Year	13.42%	-

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	13.6%	18.18%
3 Year	12.41%	24.06%
5 Year	12.05%	-

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	12.46%	15.76%
Sharp	0.67%	0.97%
Beta	0.99%	1.00%
Alpha	-1.98%	-0.90%

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

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	0.02	2.66
Large Cap	99.98	8.91
Mid Cap	-	87.06
Small Cap	-	1.37

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	0.02	0.03
Petroleum Products	8.53	-
IT - Software	9.91	-
Construction	4.01	-
Ferrous Metals	2.24	-
Consumer Durables	2.27	-
Healthcare Services	1.38	-
Diversified FMCG	5.28	-
Non - Ferrous Metals	1.04	-
Banks	29.81	-
Pharmaceuticals & Biotechnology	2.85	-
Cement & Cement Products	2.14	-
Automobiles	7.27	-
Insurance	1.41	-
Agricultural Food & other Products	0.64	-
Oil	0.84	-
Food Products	0.77	-
Aerospace & Defense	1.29	-
Finance	5.1	-
Telecom - Services	4.74	-
Metals & Minerals Trading	0.55	-
Consumable Fuels	0.75	-
Transport Services	1.04	-
Power	2.46	-
Transport Infrastructure	0.91	-
Retailing	2.75	-
Utilities	-	3.06
Industrials	-	18.14
Financial Services	-	24.7
Consumer Cyclical	-	13.03
Basic Materials	-	9.3
Technology	-	10.62
Consumer Defensive	-	4.34
Healthcare	-	8.44
Real Estate	-	3.07
Energy	-	2.39
Communication Services	-	2.86