Aditya Birla Sun Life Nifty 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2106 Cr | ₹1247 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Feb 2021 | 18 Sep 2002 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
| Turn Over | 36% | 16% |
| Expense Ratio | 0.8 | 0.47 |
| Manager | Himanshu Mange | Pranav Gupta |
| ISIN Code | INF204KB15Z3 | INF209K01LB2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | -2.08% | -0.37% |
| 6 Month | 2.4% | 4.53% |
| 1 Year | 0.94% | 7.51% |
| 3 Year | 21.49% | 12.88% |
| 5 Year | - | 14.05% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2% | 3.6% |
| 1 Year | 17.07% | 16.28% |
| 3 Year | 17.89% | 12.99% |
| 5 Year | - | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 18.36% | 13.55% |
| 3 Year | 24.66% | 12.43% |
| 5 Year | - | 12.06% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 15.73% | 12.46% |
| Sharp | 0.96% | 0.67% |
| Beta | 1.00% | 0.99% |
| Alpha | -0.91% | -1.98% |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Name | Himanshu Mange | Pranav Gupta |
| Total AUM | ₹0 Cr | ₹10003 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.76 | 3.4 |
| Mid Cap | 86.76 | 1.34 |
| Large Cap | 9.15 | 95.26 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
|---|---|---|
| Others | 0.06 | 0.09 |
| Utilities | 2.86 | 2.32 |
| Industrials | 18 | 7.25 |
| Financial Services | 25.35 | 36.8 |
| Consumer Cyclical | 13.09 | 10.69 |
| Basic Materials | 9.15 | 6.16 |
| Technology | 10.59 | 10.22 |
| Consumer Defensive | 4.21 | 6.48 |
| Healthcare | 8.47 | 4.32 |
| Real Estate | 2.93 | - |
| Energy | 2.27 | 10.88 |
| Communication Services | 3.01 | 4.79 |
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