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) | ₹379 Cr | ₹96 Cr | ₹96 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 | 3.64% | 3.74% | 3.74% |
6 Month | 21.49% | 17.21% | 17.21% |
1 Year | -2.59% | -8.48% | -8.48% |
3 Year | 21.81% | 15.79% | 15.79% |
5 Year | - | 19.66% | 19.66% |
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 | 4.05% | 3.56% | 3.56% |
1 Year | 12.75% | 7.83% | 7.83% |
3 Year | 19.96% | 17.02% | 17.02% |
5 Year | - | 16.19% | 16.19% |
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 | 20% | 9.67% | 9.67% |
3 Year | 25.12% | 15.23% | 15.23% |
5 Year | - | 12.98% | 12.98% |
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 | 15.80% | 17.88% | 17.88% |
Sharp | 0.83% | 0.47% | 0.47% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.92% | -0.95% | -0.95% |
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 | 1.87 | 2.77 | 2.77 |
Mid Cap | 90.06 | 9.64 | 9.64 |
Small Cap | 3.02 | - | - |
Large Cap | 5.05 | 87.59 | 87.59 |
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 | 0.21 | 0.46 | 0.46 |
Utilities | 3.17 | 10.49 | 10.49 |
Industrials | 19.26 | 14.47 | 14.47 |
Financial Services | 22.12 | 19.5 | 19.5 |
Basic Materials | 11.16 | 10.05 | 10.05 |
Technology | 10.17 | 2.08 | 2.08 |
Consumer Cyclical | 10.37 | 11.88 | 11.88 |
Healthcare | 11.87 | 6.11 | 6.11 |
Real Estate | 2.97 | 3.56 | 3.56 |
Energy | 2.31 | 4.89 | 4.89 |
Communication Services | 2.88 | 2.31 | 2.31 |
Consumer Defensive | 3.52 | 14.18 | 14.18 |
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