BANDHAN Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | BANDHAN Nifty 50 Index Fund - Regular Plan - 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) | ₹2111 Cr | ₹419 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Apr 2010 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 5% | 37% |
| Expense Ratio | 0.6 | 1.01 |
| Manager | Nemish Sheth | Pranav Gupta |
| ISIN Code | INF194K01920 | 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 | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -0.25% | -1.7% |
| 6 Month | 4.04% | 1.58% |
| 1 Year | 5.46% | -0.19% |
| 3 Year | 12.79% | 21.75% |
| 5 Year | 14.16% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 3.52% | 1.93% |
| 1 Year | 16.04% | 16.87% |
| 3 Year | 12.76% | 17.89% |
| 5 Year | 12.69% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 11.09% | 18.18% |
| 3 Year | 13.04% | 24.06% |
| 5 Year | 12.96% | - |
Risk Management
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 11.55% | 15.76% |
| Sharp | 0.50% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.69% | -0.89% |
Fund Managers
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Name | Nemish Sheth | Pranav Gupta |
| Total AUM | ₹5843 Cr | ₹10003 Cr |
| Funds Managed | 9 | 9 |
| BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 3.74 | 2.66 |
| Large Cap | 94.88 | 8.91 |
| Mid Cap | 1.38 | 87.06 |
| Small Cap | - | 1.37 |
Sector Allocation
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.51 | 0.03 |
| Energy | 10.66 | 2.39 |
| Technology | 9.9 | 10.62 |
| Industrials | 7.25 | 18.14 |
| Basic Materials | 6.38 | 9.3 |
| Healthcare | 4.22 | 8.44 |
| Consumer Defensive | 6.7 | 4.34 |
| Financial Services | 36.32 | 24.7 |
| Consumer Cyclical | 10.86 | 13.03 |
| Communication Services | 4.74 | 2.86 |
| Utilities | 2.46 | 3.06 |
| Real Estate | - | 3.07 |
Top Comparisons
SBI Gilt Fund - Regular Plan - Growth
3Y Returns6.97%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.16%
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns18.83%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns22.13%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.31%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.25%