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 | 3.65% | 3.82% |
6 Month | 8.17% | 3.46% |
1 Year | 7.36% | 5.02% |
3 Year | 18.1% | 28.92% |
5 Year | 20.4% | 30.03% |
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 | 6.63% | 8.09% |
1 Year | 9.32% | 7.16% |
3 Year | 14.51% | 22.68% |
5 Year | 14.65% | 23.42% |
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 | 13.12% | 17.00% |
Sharp | 0.63% | 1.05% |
Beta | 1.00% | 1.00% |
Alpha | -0.58% | -0.96% |
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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 | 0.98 | 0.33 |
Large Cap | 97.75 | 5.92 |
Mid Cap | 1.27 | 87.61 |
Small Cap | - | 6.14 |
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 | 0.12 | 0.33 |
Energy | 10.96 | 2.43 |
Technology | 13.96 | 9.96 |
Industrials | 5.73 | 18.5 |
Basic Materials | 5.84 | 11.22 |
Consumer Defensive | 8 | 4.35 |
Financial Services | 34.31 | 20.17 |
Healthcare | 3.91 | 11.46 |
Consumer Cyclical | 10.32 | 13.23 |
Communication Services | 4.13 | 3.13 |
Utilities | 2.74 | 1.96 |
Real Estate | - | 3.28 |
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