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) | ₹1121 Cr | ₹356 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 | 1.77% | 3.14% |
6 Month | 12.59% | 16.36% |
1 Year | -0.38% | -9.07% |
3 Year | 12.58% | 14.43% |
5 Year | 17.45% | 19.47% |
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 | 3.13% | 3.46% |
1 Year | 10.65% | 7.6% |
3 Year | 12.59% | 17.02% |
5 Year | 12.9% | 16.11% |
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 | 13.87% | 17.4% |
3 Year | 12.26% | 18.29% |
5 Year | 11.98% | 20.53% |
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 | 12.11% | 17.93% |
Sharp | 0.45% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.56% | -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 | 3.23 | 2.69 |
Large Cap | 95.63 | 87.65 |
Mid Cap | 1.14 | 9.65 |
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 | 0.36 | 0.38 |
Energy | 10.51 | 4.87 |
Technology | 10.41 | 2.09 |
Industrials | 5.91 | 14.47 |
Basic Materials | 6.1 | 10.07 |
Consumer Defensive | 6.73 | 14.21 |
Financial Services | 37.72 | 19.56 |
Healthcare | 3.77 | 6.13 |
Consumer Cyclical | 11.28 | 11.86 |
Communication Services | 4.63 | 2.32 |
Utilities | 2.58 | 10.49 |
Real Estate | - | 3.55 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.07%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.41%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.83%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.89%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns23.99%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.11%