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 | -0.33% | -0.32% |
6 Month | 11.92% | 11.9% |
1 Year | -0.08% | -0.2% |
3 Year | 22.85% | 22.92% |
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 | 2.28% | 2.25% |
1 Year | 14.48% | 14.34% |
3 Year | 19.02% | 19.08% |
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 | 18.36% | 18.18% |
3 Year | 24.66% | 24.06% |
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 | 15.63% | 15.67% |
Sharp | 0.90% | 0.91% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.90% |
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 | 2.18 | 2.29 |
Mid Cap | 87.25 | 87.19 |
Large Cap | 9.12 | 9.07 |
Small Cap | 1.45 | 1.44 |
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 | -0.14 | -0.02 |
Utilities | 3.2 | 3.18 |
Industrials | 18.5 | 18.4 |
Financial Services | 23.58 | 23.88 |
Consumer Cyclical | 13.47 | 13.4 |
Basic Materials | 9.61 | 9.56 |
Technology | 10.45 | 10.39 |
Consumer Defensive | 4.56 | 4.54 |
Healthcare | 8.73 | 8.69 |
Real Estate | 2.87 | 2.85 |
Energy | 2.4 | 2.39 |
Communication Services | 2.77 | 2.75 |
Top Comparisons
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.13%
HSBC Money Market Fund - Regular Growth
3Y Returns7.26%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns21.63%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns18.05%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns16.37%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns25.12%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns14.94%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns17.17%