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

Link copied to clipboard!

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

Invest Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Invest Now

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)	₹419 Cr	₹1018 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	1.28%	1.7%
6 Month	2.22%	-5.61%
1 Year	7.29%	-4.1%
3 Year	23.46%	20.68%
5 Year	-	21.09%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	4.05%	-1.42%
1 Year	18.56%	5.86%
3 Year	17.94%	12.05%
5 Year	-	15.72%

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%	26.48%
3 Year	24.06%	25.21%
5 Year	-	28.8%

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	-	-
Beta	-	-
Alpha	-	-

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	0.03	-0.1
Mid Cap	92.89	9.06
Small Cap	2.92	91.02
Large Cap	4.12	-

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.03	-0.1
Power	1.87	2.3
Industrial Products	5.46	6.84
Finance	6.17	9.51
Banks	9.64	4.19
Retailing	2.53	1.08
Cement & Cement Products	1.35	0.94
IT - Services	0.62	1.8
Personal Products	1.85	1.08
Pharmaceuticals & Biotechnology	6.57	9.84
Electrical Equipment	6.11	1.32
Agricultural, Commercial & Construction Vehicles	1.51	0.56
IT - Software	6.02	2.42
Healthcare Services	1.84	4.17
Auto Components	5.79	5.02
Realty	2.93	1.73
Petroleum Products	1.15	0.83
Chemicals & Petrochemicals	2.08	4.58
Transport Services	0.46	2.07
Ferrous Metals	1.58	0.47
Capital Markets	6.01	8.73
Telecom - Services	3.01	0.63
Non - Ferrous Metals	0.61	0.54
Automobiles	2.09	1.36
Fertilizers & Agrochemicals	2.72	1.56
Aerospace & Defense	0.36	1.17
Insurance	2.22	1.22
Agricultural Food & other Products	1.71	1.05
Gas	1.51	1.24
Consumer Durables	3.91	4.2
Diversified	0.38	0.55
Cigarettes & Tobacco Products	0.31	-
Oil	0.59	0.15
Leisure Services	1.66	2.37
Construction	0.7	3.38
Financial Technology (Fintech)	2.87	-
Minerals & Mining	0.67	0.51
Industrial Manufacturing	0.57	2.54
Beverages	0.32	1.26
Textiles & Apparels	0.94	0.76
Transport Infrastructure	1.24	-
Food Products	-	0.52
Telecom - Equipment & Accessories	-	0.35
Paper, Forest & Jute Products	-	0.47
IT - Hardware	-	0.27
Commercial Services & Supplies	-	2.1
Consumer Services	-	0.31
Entertainment	-	1.28
Healthcare Equipment & Supplies	-	0.37
Household Products	-	0.44