Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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 Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹285 Cr ₹1894 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 Total Return Index
Turn Over 37% 50%
Expense Ratio 1.01 1
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1W41 INF247L01908
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 Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month 3.81% 3.83%
6 Month 12.74% 12.81%
1 Year 32.37% 31.91%
3 Year 23.43% 23.31%
5 Year - 27.94%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 23.04% 22.96%
3 Year 31.56% 31.39%
5 Year - 30.3%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 25.27% 30.5%
3 Year 26.26% 26.95%
5 Year - 29.91%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 14.71% 14.7%
Sharp 1.27% 1.26%
Beta 1.03% 1.03%
Alpha -1.08% -1.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Fund Manage 9 9
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.97 1.08
Mid Cap 76.82 77.04
Large Cap 1.79 1.79
Small Cap 4.99 4.99

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.22 -0.11
Energy 5.86 5.85
Materials 4.01 4.01
Services 5.84 5.84
Financial 13.19 13.17
Technology 4.69 4.69
Healthcare 7.88 7.86
Capital Goods 12.1 12.09
Automobile 7.41 7.41
Chemicals 5.68 5.67
Construction 4.24 4.24
Metals & Mining 5.95 5.95
Communication 3 2.99
Consumer Discretionary 1.35 1.35
Consumer Staples 2.03 2.03
Diversified 0.32 0.32
Insurance 0.26 0.56
Textiles 0.98 0.98

Top Comparisons

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.93%

VS

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns5.95%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns22.1%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns16.66%

Compare Now

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns5.48%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.96%

Compare Now

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

3Y Returns12.08%

VS

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns14.87%

Compare Now
Request call back
Add to Cart Successfully