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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹209 Cr ₹308 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 2.71% 3.85%
6 Month -10.77% -5.3%
1 Year 0.52% 4.69%
3 Year 17.98% 20.69%
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 -0.8% 0.32%
1 Year -9.38% -7.1%
3 Year 23.32% 20.21%
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 25.63% 25.27%
3 Year 18.9% 25.35%
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 21.74% 16.206%
Sharp 0.475% 0.832%
Beta - -
Alpha - -

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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 0.02 -0.22
Small Cap 85.02 6.33
Mid Cap 14.96 87.73
Large Cap - 6.16

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 0.02 -0.22
Utilities 4.19 2.01
Technology 11.65 10.23
Industrials 18.61 19.48
Financial Services 26.63 20.09
Basic Materials 12.86 11.03
Healthcare 12.35 10.93
Energy 1.34 2.6
Communication Services 3.72 3.15
Consumer Cyclical 3.45 12.95
Real Estate 2.52 3.43
Consumer Defensive 2.66 4.32

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