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) | ₹1066 Cr | ₹2312 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 | 1.18% | -0.44% |
6 Month | 8.78% | 7.57% |
1 Year | 4.97% | 2.22% |
3 Year | 16.67% | 27.18% |
5 Year | 19.26% | 29.68% |
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 | 9.03% | 12.78% |
1 Year | 13.81% | 15.65% |
3 Year | 15.01% | 23.81% |
5 Year | 14.87% | 23.9% |
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 | 14.05% | 27.45% |
3 Year | 12.17% | 26.11% |
5 Year | 11.93% | 27.95% |
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 | 12.68% | 16.47% |
Sharp | 0.86% | 1.26% |
Beta | 1.00% | 1.00% |
Alpha | -0.57% | -0.99% |
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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 | 1.09 | 0.25 |
Large Cap | 97.81 | 4.97 |
Mid Cap | 1.1 | 91.79 |
Small Cap | - | 2.99 |
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 | 0.29 | 0.25 |
Energy | 10.79 | 2.54 |
Technology | 11.23 | 9.64 |
Industrials | 6.01 | 19.75 |
Basic Materials | 5.78 | 11.14 |
Consumer Defensive | 6.73 | 3.55 |
Financial Services | 37.49 | 22.31 |
Healthcare | 3.64 | 11.09 |
Consumer Cyclical | 11.02 | 10.12 |
Communication Services | 4.43 | 3.14 |
Utilities | 2.58 | 3.39 |
Real Estate | - | 3.09 |
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