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

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

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tortoise-icon 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) ₹150 Cr ₹604 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 05 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY SMALLCAP 250 TRI
Turn Over 37% 60%
Expense Ratio 1.04 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1W41 INF247L01924
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 1.1% 1.31%
6 Month 18.02% 17.68%
1 Year 51.17% 54.64%
3 Year 25.75% 23.08%
5 Year - -

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 - -
1 Year 21.41% 21.34%
3 Year 56.4% 55.87%
5 Year 60.64% 116.92%

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 24.1% 36.03%
3 Year 67.16% 85.43%
5 Year 68.61% 127.51%

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 14.71% 17.99%
Sharp 1.27% 1.01%
Beta 1.03% 1.01%
Alpha -1.08% -1.31%

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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
Fund Manage 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

Mid Cap 76.82 3.3
Small Cap 4.99 47.16
Others 0.97 0.45
Large Cap 1.79 0.33

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Capital Goods 12.1 7.13
Services 5.84 2.39
Financial 13.19 7.54
Automobile 7.41 0.99
Healthcare 7.88 4.66
Technology 4.69 2.82
Energy 5.86 2.19
Materials 4.01 2.74
Construction 4.24 2.8
Communication 3 1.21
Consumer Discretionary 1.35 2.62
Metals & Mining 5.95 3.74
Chemicals 5.68 3.97
Textiles 0.98 1.23
Consumer Staples 2.03 3.95
Diversified 0.32 1.14
Insurance 0.26 -
Others -0.22 0.12

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