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) | ₹379 Cr | ₹2472 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 | -1.79% | -1.78% |
6 Month | 14.89% | 15% |
1 Year | 0.05% | 0.2% |
3 Year | 22.01% | 21.93% |
5 Year | - | 26.95% |
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 | 3.68% | 3.71% |
1 Year | 4.59% | 4.76% |
3 Year | 18.9% | 18.86% |
5 Year | - | 20.63% |
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 | 20% | 26.41% |
3 Year | 25.12% | 26.23% |
5 Year | - | 29.46% |
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 | 15.77% | 15.77% |
Sharp | 1.02% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.99% |
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 | 1.81 | 1.62 |
Mid Cap | 90.26 | 90.43 |
Small Cap | 3 | 3.01 |
Large Cap | 4.93 | 4.94 |
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 | 0.17 | -0.02 |
Utilities | 3.21 | 3.22 |
Industrials | 19.25 | 19.28 |
Financial Services | 22.17 | 22.21 |
Basic Materials | 11.16 | 11.18 |
Technology | 9.87 | 9.89 |
Consumer Cyclical | 10.14 | 10.16 |
Healthcare | 12.14 | 12.16 |
Real Estate | 2.98 | 2.98 |
Energy | 2.48 | 2.48 |
Communication Services | 3 | 3.01 |
Consumer Defensive | 3.44 | 3.45 |
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