Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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 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) ₹1114 Cr ₹2472 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 -1.56% -3.43%
6 Month 8.04% 14.45%
1 Year 2.81% 0.15%
3 Year 12.29% 21.31%
5 Year 17.73% 27.03%

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 2.4% 3.71%
1 Year 5.48% 4.76%
3 Year 11.69% 18.86%
5 Year 12.62% 20.63%

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 13.87% 26.41%
3 Year 12.26% 26.23%
5 Year 11.98% 29.46%

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 12.13% 15.77%
Sharp 0.58% 1.02%
Beta 1.00% 1.00%
Alpha -0.56% -0.99%

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 3.23 1.62
Large Cap 95.63 4.94
Mid Cap 1.14 90.43
Small Cap - 3.01

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 0.36 -0.02
Energy 10.51 2.48
Technology 10.41 9.89
Industrials 5.91 19.28
Basic Materials 6.1 11.18
Consumer Defensive 6.73 3.45
Financial Services 37.72 22.21
Healthcare 3.77 12.16
Consumer Cyclical 11.28 10.16
Communication Services 4.63 3.01
Utilities 2.58 3.22
Real Estate - 2.98

Top Comparisons

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.36%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns22.71%

VS

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns23.83%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns22.49%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns9.66%

Compare Now
Add to Cart Successfully