Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹924 Cr | ₹308 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Feb 2021 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY Midcap 150 TRI |
Turn Over | 39% | 37% |
Expense Ratio | 0.76 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB19Y8 | INF209KB1W41 |
Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | 0.84% | 3.85% |
6 Month | -8.27% | -5.3% |
1 Year | 2.84% | 4.69% |
3 Year | 14.08% | 20.69% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | -3.35% | 0.32% |
1 Year | -10.95% | -7.1% |
3 Year | 12.54% | 20.21% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 18.01% | 25.27% |
3 Year | 18.41% | 25.35% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 13.179% | 16.206% |
Sharp | 0.668% | 0.832% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Name | Himanshu Mange | Pranav Gupta |
Total AUM | ₹0 Cr | ₹10003 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.48 | -0.22 |
Large Cap | 97.78 | 6.16 |
Mid Cap | 1.74 | 87.73 |
Small Cap | - | 6.33 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.08 | -0.22 |
Technology | 33.47 | 10.23 |
Energy | 6.43 | 2.6 |
Basic Materials | 4.77 | 11.03 |
Financial Services | 24.46 | 20.09 |
Healthcare | 1.97 | 10.93 |
Consumer Defensive | 12.64 | 4.32 |
Consumer Cyclical | 8.48 | 12.95 |
Utilities | 7.7 | 2.01 |
Industrials | - | 19.48 |
Real Estate | - | 3.43 |
Communication Services | - | 3.15 |
Top Comparisons
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.21%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.54%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.49%
Kotak Medium Term Fund - Growth
3Y Returns7.02%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns16.64%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns18.97%