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) | ₹2186 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 | -1.05% | -1.4% |
| 6 Month | 1.38% | 0.99% |
| 1 Year | 9.59% | 4.36% |
| 3 Year | 13.07% | 22.79% |
| 5 Year | 13.82% | - |
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 | 3.41% | 2.97% |
| 1 Year | 13.62% | 15.73% |
| 3 Year | 12.34% | 17.51% |
| 5 Year | 12.66% | - |
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 | 11.01% | 18.18% |
| 3 Year | 13.03% | 24.06% |
| 5 Year | 12.98% | - |
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 | 3.32 | 2.72 |
| Large Cap | 95.34 | 9.11 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.01 | 0.04 |
| Energy | 10.89 | 2.27 |
| Technology | 10.23 | 10.55 |
| Industrials | 7.25 | 17.94 |
| Basic Materials | 6.17 | 9.12 |
| Healthcare | 4.32 | 8.43 |
| Consumer Defensive | 6.49 | 4.2 |
| Financial Services | 36.83 | 25.66 |
| Consumer Cyclical | 10.7 | 13.04 |
| Communication Services | 4.79 | 3 |
| Utilities | 2.32 | 2.85 |
| Real Estate | - | 2.92 |
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