Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1247 Cr | ₹2929 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 18 Sep 2002 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 16% | 50% |
| Expense Ratio | 0.47 | 1 |
| Manager | Pranav Gupta | Swapnil P Mayekar |
| ISIN Code | INF209K01LB2 | INF247L01908 |
| Exits Load | Data not available./365 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% 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 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 0.2% | 1.49% |
| 6 Month | 3.37% | 2.46% |
| 1 Year | 10.19% | 4.95% |
| 3 Year | 14.11% | 23.19% |
| 5 Year | 13.72% | 22.17% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 4.5% | 4.07% |
| 1 Year | 16.62% | 18.66% |
| 3 Year | 13.09% | 17.94% |
| 5 Year | 12.88% | 19.5% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 13.54% | 23.94% |
| 3 Year | 12.45% | 25.46% |
| 5 Year | 12.07% | 27.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 12.46% | 14.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Name | Pranav Gupta | Swapnil P Mayekar |
| Total AUM | ₹10003 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.09 | 0.03 |
| Large Cap | 99.92 | 4.12 |
| Mid Cap | - | 92.9 |
| Small Cap | - | 2.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.09 | 0.03 |
| Petroleum Products | 8.87 | 1.15 |
| IT - Software | 10.23 | 6.02 |
| Construction | 4 | 0.7 |
| Ferrous Metals | 2.07 | 1.58 |
| Consumer Durables | 2.44 | 3.91 |
| Healthcare Services | 1.34 | 1.84 |
| Diversified FMCG | 5.09 | - |
| Non - Ferrous Metals | 0.98 | 0.61 |
| Banks | 30.24 | 9.64 |
| Pharmaceuticals & Biotechnology | 2.97 | 6.57 |
| Cement & Cement Products | 2.03 | 1.35 |
| Automobiles | 6.79 | 2.09 |
| Insurance | 1.43 | 2.22 |
| Agricultural Food & other Products | 0.64 | 1.71 |
| Oil | 0.79 | 0.59 |
| Food Products | 0.76 | - |
| Aerospace & Defense | 1.23 | 0.36 |
| Finance | 5.15 | 6.17 |
| Telecom - Services | 4.79 | 3.01 |
| Metals & Minerals Trading | 0.5 | - |
| Consumable Fuels | 0.71 | - |
| Transport Services | 1.08 | 0.46 |
| Power | 2.31 | 1.87 |
| Transport Infrastructure | 0.94 | 1.24 |
| Retailing | 2.54 | 2.53 |
| Industrial Products | - | 5.46 |
| IT - Services | - | 0.62 |
| Personal Products | - | 1.85 |
| Electrical Equipment | - | 6.11 |
| Agricultural, Commercial & Construction Vehicles | - | 1.51 |
| Auto Components | - | 5.8 |
| Realty | - | 2.93 |
| Chemicals & Petrochemicals | - | 2.08 |
| Capital Markets | - | 6.01 |
| Fertilizers & Agrochemicals | - | 2.72 |
| Gas | - | 1.51 |
| Diversified | - | 0.38 |
| Cigarettes & Tobacco Products | - | 0.31 |
| Leisure Services | - | 1.66 |
| Financial Technology (Fintech) | - | 2.87 |
| Minerals & Mining | - | 0.67 |
| Industrial Manufacturing | - | 0.57 |
| Beverages | - | 0.32 |
| Textiles & Apparels | - | 0.94 |
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