Axis Nifty 100 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹379 Cr | ₹1928 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Apr 2021 | 18 Oct 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 100 TRI |
Turn Over | 37% | 9.69% |
Expense Ratio | 1.01 | 0.92 |
Manager | Pranav Gupta | Ashish Naik |
ISIN Code | INF209KB1W41 | INF846K01S52 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.74% | 0.39% |
6 Month | 16.62% | 11.06% |
1 Year | -1.55% | -0.44% |
3 Year | 22.89% | 14.46% |
5 Year | - | 16.7% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.25% | 1.59% |
1 Year | 14.34% | 10.82% |
3 Year | 19.08% | 12.39% |
5 Year | - | 12.51% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.18% | 14.04% |
3 Year | 24.06% | 15.27% |
5 Year | - | 17.28% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.67% | 12.52% |
Sharp | 0.91% | 0.54% |
Beta | 1.00% | 1.00% |
Alpha | -0.90% | -0.95% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pranav Gupta | Ashish Naik |
Total AUM | ₹10003 Cr | ₹82854 Cr |
Funds Managed | 9 | 12 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.87 | 2.94 |
Mid Cap | 90.06 | 2.58 |
Small Cap | 3.02 | - |
Large Cap | 5.05 | 94.48 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.21 | 0.2 |
Utilities | 3.17 | 3.87 |
Industrials | 19.26 | 7.34 |
Financial Services | 22.12 | 33.85 |
Basic Materials | 11.16 | 6.92 |
Technology | 10.17 | 9.07 |
Consumer Cyclical | 10.37 | 12.1 |
Healthcare | 11.87 | 4.15 |
Real Estate | 2.97 | 0.6 |
Energy | 2.31 | 9.47 |
Communication Services | 2.88 | 4.25 |
Consumer Defensive | 3.52 | 8.18 |
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