Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹382 Cr | ₹360 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI |
Turn Over | 37% | 50% |
Expense Ratio | 1.01 | 1.03 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01AD9 |
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 Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 1.62% | 1.99% |
6 Month | 9.25% | 8.07% |
1 Year | 1.69% | -7.58% |
3 Year | 27% | 20.34% |
5 Year | - | 20.62% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 10.91% | 7.63% |
1 Year | 12.3% | 2.56% |
3 Year | 22.62% | 18.31% |
5 Year | - | 17.23% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 22.72% | 19.46% |
3 Year | 23.42% | 18.01% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 16.46% | 18.95% |
Sharp | 1.27% | 0.86% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.97% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 2.09 | 3.17 |
Mid Cap | 89.98 | 9.71 |
Small Cap | 2.98 | - |
Large Cap | 4.96 | 87.12 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.46 | 0.8 |
Utilities | 3.38 | 10.64 |
Industrials | 19.7 | 14.63 |
Financial Services | 22.3 | 20.73 |
Basic Materials | 11.11 | 10.02 |
Technology | 9.62 | 2 |
Consumer Cyclical | 10.09 | 10.3 |
Healthcare | 11.06 | 6.01 |
Real Estate | 3.09 | 3.9 |
Energy | 2.53 | 4.91 |
Communication Services | 3.14 | 2.37 |
Consumer Defensive | 3.54 | 13.7 |
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