Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
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) | ₹419 Cr | ₹2929 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 | Index |
| 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 | -1.27% | -1.25% |
| 6 Month | 5.17% | 5.19% |
| 1 Year | 2.15% | 2.32% |
| 3 Year | 21.88% | 21.82% |
| 5 Year | - | 22.6% |
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 | 0.85% | 0.86% |
| 1 Year | 12.55% | 12.66% |
| 3 Year | 17.38% | 17.37% |
| 5 Year | - | 19.43% |
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 | 18.18% | 24.12% |
| 3 Year | 24.06% | 25.48% |
| 5 Year | - | 27.26% |
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 | 15.76% | 15.75% |
| Sharp | 0.96% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -0.93% |
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 |
| Funds Managed | 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 | 2.72 | 2.71 |
| Mid Cap | 86.84 | 86.84 |
| Large Cap | 9.11 | 9.12 |
| Small Cap | 1.33 | 1.33 |
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 | 0.04 | 0.03 |
| Utilities | 2.85 | 2.85 |
| Industrials | 17.94 | 17.94 |
| Financial Services | 25.66 | 25.66 |
| Consumer Cyclical | 13.04 | 13.04 |
| Basic Materials | 9.12 | 9.12 |
| Technology | 10.55 | 10.55 |
| Consumer Defensive | 4.2 | 4.2 |
| Healthcare | 8.43 | 8.44 |
| Real Estate | 2.92 | 2.92 |
| Energy | 2.27 | 2.27 |
| Communication Services | 3 | 3 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.53%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.72%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns21.44%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns24.19%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.21%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.16%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.33%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.77%