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

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

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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)	₹252 Cr	₹382 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	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 50 TRI	NIFTY Midcap 150 TRI
Turn Over	37%	37%
Expense Ratio	1.01	1.01
Manager	Pranav Gupta	Pranav Gupta
ISIN Code	INF209KB1V83	INF209KB1W41
Exits Load	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365	Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

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	-3.15%	-1.54%
6 Month	11.54%	10.17%
1 Year	-1.03%	-1.15%
3 Year	26.98%	23.9%
5 Year	-	-

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	9.16%	7.89%
1 Year	9.22%	9.99%
3 Year	25.66%	22.1%
5 Year	-	-

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	21.29%	22.72%
3 Year	18.4%	23.42%
5 Year	-	-

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	19.97%	16.46%
Sharp	1.20%	1.27%
Beta	1.00%	1.00%
Alpha	-1.55%	-0.92%

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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
Funds Managed	9	9
	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.05	1.92
Small Cap	97.61	2.88
Mid Cap	2.34	90.19
Large Cap	-	5.01

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.05	0.17
Communication Services	1.79	3.18
Technology	12.26	9.77
Industrials	17.17	19.3
Basic Materials	12.57	11.1
Financial Services	25.37	22.93
Healthcare	11.79	11.31
Energy	2.89	2.48
Utilities	5.86	3.32
Consumer Cyclical	5.19	9.96
Real Estate	2.18	3.13
Consumer Defensive	2.89	3.33