Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹209 Cr | ₹308 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 | 1.01 | 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 |
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 | -11.51% | -8.84% |
6 Month | -14.12% | -13.81% |
1 Year | -1.75% | 1.35% |
3 Year | 14.84% | 18.45% |
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 | -19.24% | -15.47% |
3 Year | 18.55% | 17.1% |
5 Year | - | - |
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 | 25.63% | 25.27% |
3 Year | 18.9% | 25.35% |
5 Year | - | - |
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 |
---|---|---|
Others | 0.06 | 0.97 |
Small Cap | 87.17 | 4.99 |
Mid Cap | 12.77 | 76.82 |
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 |
---|---|---|
Others | 0.06 | -0.22 |
Energy | 6.13 | 5.86 |
Communication | 3.05 | 3 |
Services | 10.81 | 5.84 |
Financial | 27.31 | 13.19 |
Chemicals | 5.66 | 5.68 |
Consumer Staples | 3.95 | 2.03 |
Healthcare | 7.52 | 7.88 |
Technology | 9.27 | 4.69 |
Metals & Mining | 4.15 | 5.95 |
Capital Goods | 8.18 | 12.1 |
Consumer Discretionary | 7.9 | 1.35 |
Textiles | 1.27 | 0.98 |
Diversified | 2.31 | 0.32 |
Construction | 2.43 | 4.24 |
Materials | - | 4.01 |
Automobile | - | 7.41 |
Insurance | - | 0.26 |
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