Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal 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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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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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	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)	₹1213 Cr	₹2817 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

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month	1.75%	-0.08%
6 Month	6.25%	3.57%
1 Year	7.23%	2.59%
3 Year	12.33%	21.17%
5 Year	15.09%	23.22%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month	4.61%	4.2%
1 Year	17.54%	18.94%
3 Year	13.71%	19.39%
5 Year	13.42%	20.52%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year	13.6%	24.48%
3 Year	12.41%	25.54%
5 Year	12.05%	27.39%

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%	15.75%
Sharp	0.67%	0.96%
Beta	0.99%	1.00%
Alpha	-1.98%	-0.93%

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

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Others	0.02	2.53
Large Cap	99.98	8.92
Mid Cap	-	87.17
Small Cap	-	1.37

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Others	0.02	-0.1
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	-	3.07
Industrials	-	18.16
Financial Services	-	24.73
Consumer Cyclical	-	13.05
Basic Materials	-	9.31
Technology	-	10.64
Consumer Defensive	-	4.35
Healthcare	-	8.45
Real Estate	-	3.08
Energy	-	2.4
Communication Services	-	2.87