Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1857 Cr | ₹379 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Feb 2021 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 36% | 37% |
Expense Ratio | 0.8 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | -3.42% | -3.44% |
6 Month | 14.35% | 14.33% |
1 Year | 0.09% | - |
3 Year | 21.35% | 21.38% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | 3.7% | 3.68% |
1 Year | 4.72% | 4.59% |
3 Year | 18.82% | 18.9% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 20.24% | 20% |
3 Year | 25.02% | 25.12% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 15.73% | 15.77% |
Sharp | 1.02% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.92% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 1.73 | 1.81 |
Mid Cap | 90.29 | 90.26 |
Small Cap | 3.02 | 3 |
Large Cap | 4.96 | 4.93 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.09 | 0.17 |
Utilities | 3.23 | 3.21 |
Industrials | 19.34 | 19.25 |
Financial Services | 21.87 | 22.17 |
Basic Materials | 11.21 | 11.16 |
Technology | 9.92 | 9.87 |
Consumer Cyclical | 10.19 | 10.14 |
Healthcare | 12.2 | 12.14 |
Real Estate | 2.99 | 2.98 |
Energy | 2.49 | 2.48 |
Communication Services | 3.02 | 3 |
Consumer Defensive | 3.46 | 3.44 |
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