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) | ₹358 Cr | ₹2312 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 | 3.28% | 3.27% |
6 Month | 1.88% | 2% |
1 Year | 4.39% | 4.55% |
3 Year | 29.16% | 29.1% |
5 Year | - | 30.26% |
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 | 12.92% | 12.95% |
1 Year | 13.85% | 14.02% |
3 Year | 24.58% | 24.52% |
5 Year | - | 24.31% |
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 | 22.72% | 27.45% |
3 Year | 23.42% | 26.11% |
5 Year | - | 27.95% |
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 | 17.00% | 17.00% |
Sharp | 1.05% | 1.05% |
Beta | 1.00% | 1.00% |
Alpha | -0.95% | -0.96% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.09 | 0.25 |
Mid Cap | 89.98 | 91.79 |
Small Cap | 2.98 | 2.99 |
Large Cap | 4.96 | 4.97 |
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 | 0.46 | 0.25 |
Utilities | 3.38 | 3.39 |
Industrials | 19.7 | 19.75 |
Financial Services | 22.3 | 22.31 |
Basic Materials | 11.11 | 11.14 |
Technology | 9.62 | 9.64 |
Consumer Cyclical | 10.09 | 10.12 |
Healthcare | 11.06 | 11.09 |
Real Estate | 3.09 | 3.09 |
Energy | 2.53 | 2.54 |
Communication Services | 3.14 | 3.14 |
Consumer Defensive | 3.54 | 3.55 |
Top Comparisons
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.71%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns22.71%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.49%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.69%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.15%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.54%