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) | ₹1121 Cr | ₹2502 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 | 2.82% | 3.84% |
6 Month | 13.2% | 20.92% |
1 Year | 0.41% | -2.16% |
3 Year | 13.7% | 21.8% |
5 Year | 17.7% | 26.18% |
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 | 3.13% | 4.07% |
1 Year | 10.65% | 12.93% |
3 Year | 12.59% | 19.94% |
5 Year | 12.9% | 20.97% |
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 | 12.11% | 15.80% |
Sharp | 0.45% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.56% | -0.98% |
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 | 3.16 | 1.75 |
Large Cap | 95.71 | 5.05 |
Mid Cap | 1.13 | 90.17 |
Small Cap | - | 3.03 |
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 | 0.33 | 0.09 |
Energy | 10.39 | 2.31 |
Technology | 10.48 | 10.18 |
Industrials | 5.87 | 19.28 |
Basic Materials | 6.28 | 11.17 |
Consumer Defensive | 6.93 | 3.53 |
Financial Services | 36.7 | 22.15 |
Healthcare | 3.74 | 11.89 |
Consumer Cyclical | 12.13 | 10.38 |
Communication Services | 4.64 | 2.89 |
Utilities | 2.52 | 3.17 |
Real Estate | - | 2.97 |
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