Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹406 Cr	₹1044 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

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-0.4%	-4.67%
6 Month	4.43%	-2.15%
1 Year	3.41%	-7.98%
3 Year	21.26%	18.79%
5 Year	-	22.93%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	4.19%	-2.38%
1 Year	18.84%	4.99%
3 Year	19.4%	13.87%
5 Year	-	17.02%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	18.18%	26.87%
3 Year	24.06%	25.35%
5 Year	-	28.99%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	15.76%	19.42%
Sharp	0.97%	0.80%
Beta	1.00%	1.00%
Alpha	-0.90%	-1.14%

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

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	2.66	2.94
Mid Cap	87.06	2.09
Large Cap	8.91	-
Small Cap	1.37	94.97

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.03	0.33
Utilities	3.06	2.84
Industrials	18.14	19.9
Financial Services	24.7	21.34
Consumer Cyclical	13.03	11.13
Basic Materials	9.3	11.13
Technology	10.62	8.43
Consumer Defensive	4.34	3.96
Healthcare	8.44	14.86
Real Estate	3.07	1.86
Energy	2.39	1.68
Communication Services	2.86	2.55