Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹419 Cr | ₹142 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Apr 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI |
| Turn Over | 37% | 54% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Praveen Ayathan |
| ISIN Code | INF209KB1W41 | INF917K01D95 |
| Exits Load | 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 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -0.93% | -1.7% |
| 6 Month | 3.14% | 2.67% |
| 1 Year | 1.28% | -6.05% |
| 3 Year | 21.47% | 16.04% |
| 5 Year | - | 16.23% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 1.93% | 0.19% |
| 1 Year | 16.87% | 10.52% |
| 3 Year | 17.89% | 14.33% |
| 5 Year | - | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 18.18% | 11.84% |
| 3 Year | 24.06% | 18.29% |
| 5 Year | - | 20.29% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 15.76% | 17.85% |
| Sharp | 0.96% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -1.00% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Praveen Ayathan |
| Total AUM | ₹10003 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 2.66 | 6.22 |
| Mid Cap | 87.06 | 12.5 |
| Large Cap | 8.91 | 81.29 |
| Small Cap | 1.37 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.03 | 0.05 |
| Utilities | 3.06 | 13.06 |
| Industrials | 18.14 | 10.82 |
| Financial Services | 24.7 | 20.16 |
| Consumer Cyclical | 13.03 | 11.2 |
| Basic Materials | 9.3 | 12.69 |
| Technology | 10.62 | 2.26 |
| Consumer Defensive | 4.34 | 12.03 |
| Healthcare | 8.44 | 6.3 |
| Real Estate | 3.07 | 3.52 |
| Energy | 2.39 | 5.62 |
| Communication Services | 2.86 | 2.29 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns22.48%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.69%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.77%
DSP Quant Fund - Regular Plan - Growth
3Y Returns11.28%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.02%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.97%
Franklin Templeton European Opportunities Fund - Growth
3Y Returns%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.84%