Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹358 Cr | ₹919 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 Smallcap 250 TRI |
Turn Over | 37% | 60% |
Expense Ratio | 1.01 | 1.04 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01924 |
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 Smallcap 250 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 Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | 2.39% | 3.08% |
6 Month | 1.1% | -3.41% |
1 Year | 2.56% | -0.5% |
3 Year | 29.08% | 28.5% |
5 Year | - | 31.45% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 8.02% | 7.75% |
1 Year | 6.93% | 1.98% |
3 Year | 22.73% | 21.54% |
5 Year | - | 22.82% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 22.72% | 29.91% |
3 Year | 23.42% | 26% |
5 Year | - | 29.41% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 17.00% | 19.96% |
Sharp | 1.05% | 0.86% |
Beta | 1.00% | 1.00% |
Alpha | -0.95% | -1.23% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.22 | 0.4 |
Mid Cap | 87.73 | 8.32 |
Large Cap | 6.16 | - |
Small Cap | 6.33 | 91.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.22 | 0.66 |
Utilities | 2.01 | 1.92 |
Industrials | 19.48 | 21.16 |
Financial Services | 20.09 | 20.52 |
Basic Materials | 11.03 | 14.14 |
Technology | 10.23 | 7.93 |
Healthcare | 10.93 | 13.15 |
Consumer Cyclical | 12.95 | 9.84 |
Real Estate | 3.43 | 2.21 |
Energy | 2.6 | 1.57 |
Communication Services | 3.15 | 2.92 |
Consumer Defensive | 4.32 | 4.25 |
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