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) | ₹1114 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 | -1.46% | -3.48% |
6 Month | 11.05% | 16.67% |
1 Year | -2.16% | -5.02% |
3 Year | 12.8% | 20.88% |
5 Year | 16.57% | - |
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 | -0.18% | 0.36% |
1 Year | 3.36% | 2.37% |
3 Year | 10.9% | 17.67% |
5 Year | 12.3% | - |
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 | 13.87% | 20% |
3 Year | 12.26% | 25.12% |
5 Year | 11.98% | - |
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 | 12.13% | 15.77% |
Sharp | 0.58% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.56% | -0.92% |
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 | 3.23 | 1.81 |
Large Cap | 95.63 | 4.93 |
Mid Cap | 1.14 | 90.26 |
Small Cap | - | 3 |
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 | 0.36 | 0.17 |
Energy | 10.51 | 2.48 |
Technology | 10.41 | 9.87 |
Industrials | 5.91 | 19.25 |
Basic Materials | 6.1 | 11.16 |
Consumer Defensive | 6.73 | 3.44 |
Financial Services | 37.72 | 22.17 |
Healthcare | 3.77 | 12.14 |
Consumer Cyclical | 11.28 | 10.14 |
Communication Services | 4.63 | 3 |
Utilities | 2.58 | 3.21 |
Real Estate | - | 2.98 |
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