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)	₹258 Cr	₹419 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	-3.83%	-1.13%
6 Month	-4.55%	2.85%
1 Year	-9.59%	1.25%
3 Year	22.83%	21.56%
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	-3.22%	1.93%
1 Year	4.77%	16.87%
3 Year	15.56%	17.89%
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	11.71%	18.18%
3 Year	19.43%	24.06%
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	20.35%	15.76%
Sharp	0.84%	0.96%
Beta	1.00%	1.00%
Alpha	-1.50%	-0.89%

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	0.06	2.66
Small Cap	97.21	1.37
Mid Cap	2.73	87.06
Large Cap	-	8.91

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	0.06	0.03
Communication Services	1.59	2.86
Basic Materials	10.39	9.3
Financial Services	29.79	24.7
Healthcare	19.5	8.44
Real Estate	1.28	3.07
Industrials	11.04	18.14
Technology	12.9	10.62
Energy	2.46	2.39
Consumer Cyclical	4.59	13.03
Utilities	3.21	3.06
Consumer Defensive	3.19	4.34