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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 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 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) ₹379 Cr ₹135 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 3.01% 3.04%
6 Month 19.5% 15.1%
1 Year -2.64% -9.75%
3 Year 20.43% 14.8%
5 Year - 19.77%

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 4.05% 3.53%
1 Year 12.75% 7.58%
3 Year 19.96% 16.97%
5 Year - 16.08%

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 20% 16.58%
3 Year 25.12% 18.74%
5 Year - 21.58%

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 15.80% 17.96%
Sharp 0.83% 0.47%
Beta 1.00% 1.00%
Alpha -0.92% -1.04%

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 1.81 2.39
Mid Cap 90.26 9.67
Small Cap 3 -
Large Cap 4.93 87.94

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.17 0.06
Utilities 3.21 10.69
Industrials 19.25 14.58
Financial Services 22.17 20.29
Basic Materials 11.16 10.01
Technology 9.87 2.04
Consumer Cyclical 10.14 11
Healthcare 12.14 6.34
Real Estate 2.98 3.66
Energy 2.48 5.1
Communication Services 3 2.33
Consumer Defensive 3.44 13.9

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