Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | 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) | ₹252 Cr | ₹382 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Apr 2021 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 50 TRI | NIFTY Midcap 150 TRI |
Turn Over | 37% | 37% |
Expense Ratio | 1.01 | 1.01 |
Manager | Pranav Gupta | Pranav Gupta |
ISIN Code | INF209KB1V83 | INF209KB1W41 |
Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./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 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | -4.49% | -2.01% |
6 Month | 10.71% | 10.18% |
1 Year | -2.67% | -1.46% |
3 Year | 26.67% | 23.95% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | 9.16% | 7.89% |
1 Year | 9.22% | 9.99% |
3 Year | 25.66% | 22.1% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 21.29% | 22.72% |
3 Year | 18.4% | 23.42% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 19.97% | 16.46% |
Sharp | 1.20% | 1.27% |
Beta | 1.00% | 1.00% |
Alpha | -1.55% | -0.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Name | Pranav Gupta | Pranav Gupta |
Total AUM | ₹10003 Cr | ₹10003 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.05 | 1.92 |
Small Cap | 97.61 | 2.88 |
Mid Cap | 2.34 | 90.19 |
Large Cap | - | 5.01 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.05 | 0.17 |
Communication Services | 1.79 | 3.18 |
Technology | 12.26 | 9.77 |
Industrials | 17.17 | 19.3 |
Basic Materials | 12.57 | 11.1 |
Financial Services | 25.37 | 22.93 |
Healthcare | 11.79 | 11.31 |
Energy | 2.89 | 2.48 |
Utilities | 5.86 | 3.32 |
Consumer Cyclical | 5.19 | 9.96 |
Real Estate | 2.18 | 3.13 |
Consumer Defensive | 2.89 | 3.33 |
Top Comparisons
HDFC Value Fund - Growth Plan
3Y Returns20.87%
Quant Value Fund Regular - Growth
3Y Returns25.4%
Axis Quant Fund - Regular Plan - Growth
3Y Returns14.53%
Sundaram Services Fund Regular Plan - Growth
3Y Returns19.51%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns12.1%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns17.18%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.51%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.47%