Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1152 Cr | ₹375 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 18 Sep 2002 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 16% | 50% |
| Expense Ratio | 0.47 | 1.03 |
| Manager | Pranav Gupta | Swapnil P Mayekar |
| ISIN Code | INF209K01LB2 | INF247L01AD9 |
| Exits Load | Data not available./365 | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 3.63% | 2.52% |
| 6 Month | 6.42% | 8.32% |
| 1 Year | 7.05% | -0.06% |
| 3 Year | 13.27% | 17.56% |
| 5 Year | 17.8% | 20.24% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 0.08% | 1.11% |
| 1 Year | 7.15% | 7.82% |
| 3 Year | 10.4% | 15.11% |
| 5 Year | 11.54% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 13.72% | 16.29% |
| 3 Year | 12.31% | 18.05% |
| 5 Year | 12.01% | 19.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 17.77% |
| Sharp | 0.59% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.55% | -0.97% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 3.08 | 6.07 |
| Large Cap | 95.52 | 81.44 |
| Mid Cap | 1.4 | 12.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | -0.03 | -0.02 |
| Energy | 10.37 | 5.37 |
| Technology | 9.91 | 2.11 |
| Industrials | 7.09 | 11.24 |
| Basic Materials | 6.32 | 12.91 |
| Healthcare | 4.3 | 5.93 |
| Consumer Defensive | 6.79 | 12.47 |
| Financial Services | 36.49 | 20.01 |
| Consumer Cyclical | 11.68 | 11.51 |
| Communication Services | 4.54 | 2.25 |
| Utilities | 2.56 | 12.81 |
| Real Estate | - | 3.43 |
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