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) | ₹1152 Cr | ₹2631 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 | 2.69% | 2.63% |
| 6 Month | 6.05% | 9.43% |
| 1 Year | 10.68% | 11.16% |
| 3 Year | 12.78% | 22.84% |
| 5 Year | 15.9% | 25.78% |
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 | 2.36% | 2.51% |
| 1 Year | 12.58% | 15.94% |
| 3 Year | 12.14% | 18.64% |
| 5 Year | 12.41% | 19.86% |
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 | 13.66% | 24.75% |
| 3 Year | 12.38% | 25.68% |
| 5 Year | 12.04% | 27.6% |
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 | 11.68% | 15.75% |
| Sharp | 0.57% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.55% | -0.93% |
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 | 3.08 | 2.53 |
| Large Cap | 95.52 | 8.92 |
| Mid Cap | 1.4 | 87.17 |
| Small Cap | - | 1.37 |
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 | -0.03 | -0.1 |
| Energy | 10.37 | 2.4 |
| Technology | 9.91 | 10.64 |
| Industrials | 7.09 | 18.16 |
| Basic Materials | 6.32 | 9.31 |
| Healthcare | 4.3 | 8.45 |
| Consumer Defensive | 6.79 | 4.35 |
| Financial Services | 36.49 | 24.73 |
| Consumer Cyclical | 11.68 | 13.05 |
| Communication Services | 4.54 | 2.87 |
| Utilities | 2.56 | 3.07 |
| Real Estate | - | 3.08 |
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