Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Overview

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹931 Cr	₹735 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹500
Launch Date	05 Sep 2002	05 Sep 2019
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY SMALLCAP 250 TRI
Turn Over	16%	60%
Expense Ratio	0.47	1.04
Manager	Pranav Gupta	Swapnil P Mayekar
ISIN Code	INF209K01LB2	INF247L01924
Exits Load	Nil/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.06%	3.04%
6 Month	14.75%	21.77%
1 Year	30.57%	55.53%
3 Year	15.1%	27.16%
5 Year	18.33%	-

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	11.3%	21.34%
3 Year	27.26%	55.87%
5 Year	55.85%	116.92%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	18.81%	36.03%
3 Year	44.57%	85.43%
5 Year	61.73%	127.51%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.46%	17.99%
Sharp	0.67%	1.01%
Beta	0.99%	1.01%
Alpha	-1.98%	-1.31%

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Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Pranav Gupta	Swapnil P Mayekar
Total AUM	₹10003 Cr	₹9006 Cr
Fund Manage	9	9
	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Large Cap	98.22	0.28
Others	1.08	-0.06
Mid Cap	0.67	12.47
Small Cap	-	87.34

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Financial	32.81	-
Energy	14.49	-
Technology	12.03	-
Construction	4.36	5.44
Consumer Staples	8.01	-
Communication	3.59	-
Automobile	8.04	-
Healthcare	4.19	-
Metals & Mining	3.23	-
Consumer Discretionary	1.36	-
Materials	4.45	-
Services	1.96	-
Insurance	1.21	-
Others	0.24	-0.25
Consumer Durables	-	5.95
Auto Components	-	5.49
Capital Markets	-	8.05
Pharmaceuticals & Biotechnology	-	6.26
Non - Ferrous Metals	-	1.54
Realty	-	2.06
Finance	-	8.34
Banks	-	5.04
Industrial Manufacturing	-	4.03
IT - Services	-	1.29
Industrial Products	-	6.12
Electrical Equipment	-	2.72
Beverages	-	0.79
Chemicals & Petrochemicals	-	4.55
Commercial Services & Supplies	-	1.68
Paper, Forest & Jute Products	-	0.92
Transport Services	-	1.19
IT - Software	-	3.63
Gas	-	1.61
Healthcare Services	-	2.81
Telecom - Equipment & Accessories	-	0.98
Power	-	1
Telecom - Services	-	1.29
Entertainment	-	1.08
Textiles & Apparels	-	1.53
Petroleum Products	-	1.03
Leisure Services	-	2.68
Aerospace & Defense	-	1.06
Healthcare Equipment & Supplies	-	0.49
Agricultural, Commercial & Construction Vehicles	-	0.81
Diversified	-	0.74
Retailing	-	0.94
Fertilizers & Agrochemicals	-	1.34
Automobiles	-	0.41
Ferrous Metals	-	0.64
Personal Products	-	0.58
Household Products	-	0.51
Transport Infrastructure	-	0.32
Cigarettes & Tobacco Products	-	0.32
Cement & Cement Products	-	1.11
Agricultural Food & other Products	-	1.15
Food Products	-	0.58
Minerals & Mining	-	0.18