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) | ₹419 Cr | ₹396 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 | -1.13% | -1.9% |
| 6 Month | 2.85% | 1.56% |
| 1 Year | 1.25% | -6.22% |
| 3 Year | 21.56% | 15.75% |
| 5 Year | - | 16.14% |
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 | 1.93% | 0.14% |
| 1 Year | 16.87% | 10.34% |
| 3 Year | 17.89% | 14.33% |
| 5 Year | - | 14.36% |
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 | 18.18% | 14.47% |
| 3 Year | 24.06% | 17.89% |
| 5 Year | - | 19.84% |
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 | 15.76% | 17.83% |
| Sharp | 0.96% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -0.98% |
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 | 2.66 | 6.02 |
| Mid Cap | 87.06 | 12.59 |
| Large Cap | 8.91 | 81.39 |
| Small Cap | 1.37 | - |
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 | 0.03 | 0.06 |
| Utilities | 3.06 | 12.63 |
| Industrials | 18.14 | 10.62 |
| Financial Services | 24.7 | 20.2 |
| Consumer Cyclical | 13.03 | 11.44 |
| Basic Materials | 9.3 | 12.85 |
| Technology | 10.62 | 2.45 |
| Consumer Defensive | 4.34 | 12.21 |
| Healthcare | 8.44 | 6.26 |
| Real Estate | 3.07 | 3.41 |
| Energy | 2.39 | 5.63 |
| Communication Services | 2.86 | 2.24 |
Top Comparisons
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.6%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.97%
Franklin Build India Fund Growth Plan
3Y Returns24.12%
LIC MF Infrastructure Fund-Growth
3Y Returns25.32%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Quant BFSI Fund Regular - Growth
3Y Returns0%