Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹242 Cr | ₹356 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 50 TRI | NIFTY Next 50 TRI |
Turn Over | 37% | 50% |
Expense Ratio | 1.01 | 1.03 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1V83 | INF247L01AD9 |
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 | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth charges 1.0% 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 | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 3.28% | 3.73% |
6 Month | 21.84% | 17.03% |
1 Year | -6.95% | -8.58% |
3 Year | 24.44% | 15.78% |
5 Year | - | 19.5% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 2.23% | 3.46% |
1 Year | 7% | 7.6% |
3 Year | 21.4% | 17.02% |
5 Year | - | 16.11% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 15.2% | 17.4% |
3 Year | 19% | 18.29% |
5 Year | - | 20.53% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 20.38% | 17.93% |
Sharp | 0.78% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -1.54% | -0.97% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Name | Pranav Gupta | Swapnil P Mayekar |
Total AUM | ₹10003 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.16 | 2.69 |
Small Cap | 97.35 | - |
Mid Cap | 2.49 | 9.65 |
Large Cap | - | 87.65 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.16 | 0.38 |
Communication Services | 1.84 | 2.32 |
Technology | 11.37 | 2.09 |
Industrials | 18.02 | 14.47 |
Basic Materials | 12.71 | 10.07 |
Financial Services | 23.22 | 19.56 |
Healthcare | 13.65 | 6.13 |
Energy | 2.92 | 4.87 |
Utilities | 5.35 | 10.49 |
Consumer Cyclical | 5.51 | 11.86 |
Real Estate | 2.08 | 3.55 |
Consumer Defensive | 3.18 | 14.21 |
Top Comparisons
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns22.3%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.84%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.52%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.26%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.24%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns14.79%
Invesco India Midcap Fund - Growth Option
3Y Returns27.45%