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) | ₹406 Cr | ₹102 Cr | ₹102 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | 0.31% | -2.11% | -2.11% |
| 6 Month | 3.28% | 2.63% | 2.63% |
| 1 Year | 2.41% | -5.09% | -5.09% |
| 3 Year | 21.4% | 15.78% | 15.78% |
| 5 Year | - | 16.72% | 16.72% |
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 | 2.97% | 0.97% | 0.97% |
| 1 Year | 17.02% | 10.06% | 10.06% |
| 3 Year | 18.1% | 14.54% | 14.54% |
| 5 Year | - | 14.59% | 14.59% |
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% | 9.06% | 9.06% |
| 3 Year | 24.06% | 15.46% | 15.46% |
| 5 Year | - | 13.32% | 13.32% |
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% | 16.66% | 16.66% |
| Sharp | 0.96% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -0.89% | 3.51% | 3.51% |
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 | 2.66 | 6.01 | 6.01 |
| Mid Cap | 87.06 | 12.61 | 12.61 |
| Large Cap | 8.91 | 81.38 | 81.38 |
| Small Cap | 1.37 | - | - |
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 | 0.03 | 0.04 | 0.04 |
| Utilities | 3.06 | 12.63 | 12.63 |
| Industrials | 18.14 | 10.61 | 10.61 |
| Financial Services | 24.7 | 20.21 | 20.21 |
| Consumer Cyclical | 13.03 | 11.44 | 11.44 |
| Basic Materials | 9.3 | 12.84 | 12.84 |
| Technology | 10.62 | 2.44 | 2.44 |
| Consumer Defensive | 4.34 | 12.24 | 12.24 |
| Healthcare | 8.44 | 6.25 | 6.25 |
| Real Estate | 3.07 | 3.43 | 3.43 |
| Energy | 2.39 | 5.63 | 5.63 |
| Communication Services | 2.86 | 2.24 | 2.24 |
Top Comparisons
Invesco India Midcap Fund - Growth Option
3Y Returns25.95%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns11.8%
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Axis Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns13.53%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.42%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.99%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.99%