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) | ₹1247 Cr | ₹396 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 | -0.37% | -2.65% |
| 6 Month | 4.53% | 1.66% |
| 1 Year | 7.51% | -4.76% |
| 3 Year | 12.88% | 16.06% |
| 5 Year | 14.05% | 15.8% |
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 | 3.6% | 0.14% |
| 1 Year | 16.28% | 10.34% |
| 3 Year | 12.99% | 14.33% |
| 5 Year | 12.81% | 14.36% |
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 | 13.55% | 13.87% |
| 3 Year | 12.43% | 17.84% |
| 5 Year | 12.06% | 19.75% |
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 | 12.46% | 17.83% |
| Sharp | 0.67% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.98% | -0.98% |
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 | 3.4 | 6.02 |
| Large Cap | 95.26 | 81.39 |
| Mid Cap | 1.34 | 12.59 |
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 | 0.09 | 0.06 |
| Energy | 10.88 | 5.63 |
| Technology | 10.22 | 2.45 |
| Industrials | 7.25 | 10.62 |
| Basic Materials | 6.16 | 12.85 |
| Healthcare | 4.32 | 6.26 |
| Consumer Defensive | 6.48 | 12.21 |
| Financial Services | 36.8 | 20.2 |
| Consumer Cyclical | 10.69 | 11.44 |
| Communication Services | 4.79 | 2.24 |
| Utilities | 2.32 | 12.63 |
| Real Estate | - | 3.41 |
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