Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Very High |
| Asset Size (Cr) | ₹386 Cr | ₹99 Cr | ₹99 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 01 Apr 2021 | 20 Sep 2010 | 20 Sep 2010 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 37% | 47% | % |
| Expense Ratio | 1.01 | 0.9 | 0.9 |
| Manager | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF209KB1W41 | INF397L01174 | INF397L01174 |
| 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | 1.78% | 1% | 1% |
| 6 Month | 10.31% | 8.48% | 8.48% |
| 1 Year | 3.4% | -1.65% | -1.65% |
| 3 Year | 21.83% | 16.64% | 16.64% |
| 5 Year | - | 19.39% | 19.39% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 3.57% | 4.4% | 4.4% |
| 1 Year | 16.35% | 14.15% | 14.15% |
| 3 Year | 19.42% | 17.39% | 17.39% |
| 5 Year | - | 16.28% | 16.28% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 18.18% | 9.43% | 9.43% |
| 3 Year | 24.06% | 15.28% | 15.28% |
| 5 Year | - | 13.13% | 13.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 15.76% | 17.74% | 17.74% |
| Sharp | 0.97% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.90% | -1.01% | -1.01% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Name | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹10003 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 9 | 6 | 6 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 2.29 | 6.64 | 6.64 |
| Mid Cap | 87.19 | 12.36 | 12.36 |
| Large Cap | 9.07 | 81 | 81 |
| Small Cap | 1.44 | - | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | -0.02 | 0.59 | 0.59 |
| Utilities | 3.18 | 12.74 | 12.74 |
| Industrials | 18.4 | 11.15 | 11.15 |
| Financial Services | 23.88 | 19.92 | 19.92 |
| Consumer Cyclical | 13.4 | 11.44 | 11.44 |
| Basic Materials | 9.56 | 12.76 | 12.76 |
| Technology | 10.39 | 2.09 | 2.09 |
| Consumer Defensive | 4.54 | 12.39 | 12.39 |
| Healthcare | 8.69 | 5.91 | 5.91 |
| Real Estate | 2.85 | 3.41 | 3.41 |
| Energy | 2.39 | 5.35 | 5.35 |
| Communication Services | 2.75 | 2.24 | 2.24 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns22.08%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns18.95%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.36%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.12%
HDFC Focused Fund - GROWTH PLAN
3Y Returns20.93%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.64%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.33%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.14%