Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹134 Cr ₹150 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2021 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Midcap 150 TRI
Turn Over 37% 37%
Expense Ratio 1.05 1.04
Manager Pranav Gupta Pranav Gupta
ISIN Code INF209KB1V83 INF209KB1W41
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 4.82% 3.66%
6 Month 19% 21.7%
1 Year 69.08% 56.65%
3 Year 18.27% 26.86%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month - -
1 Year 24.39% 21.41%
3 Year 57.06% 56.4%
5 Year 59.03% 60.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 21.71% 24.1%
3 Year 65.85% 67.16%
5 Year 67.24% 68.61%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 20.93% 14.71%
Sharp 0.64% 1.27%
Beta 1.15% 1.03%
Alpha -8.66% -1.08%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name Pranav Gupta Pranav Gupta
Total AUM ₹10003 Cr ₹10003 Cr
Fund Manage 9 9
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

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

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Small Cap 87.17 4.99
Mid Cap 12.77 76.82
Others 0.06 0.97
Large Cap - 1.79

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Consumer Discretionary 7.9 1.35
Capital Goods 8.18 12.1
Financial 27.31 13.19
Services 10.81 5.84
Healthcare 7.52 7.88
Metals & Mining 4.15 5.95
Technology 9.27 4.69
Construction 2.43 4.24
Diversified 2.31 0.32
Consumer Staples 3.95 2.03
Chemicals 5.66 5.68
Energy 6.13 5.86
Communication 3.05 3
Textiles 1.27 0.98
Others 0.06 -0.22
Automobile - 7.41
Materials - 4.01
Insurance - 0.26

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