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) | ₹1953 Cr | ₹379 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 | 2.45% | 3.64% |
6 Month | 13.28% | 21.49% |
1 Year | - | -2.59% |
3 Year | 13.42% | 21.81% |
5 Year | 17.43% | - |
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 | 3.09% | 4.05% |
1 Year | 10.51% | 12.75% |
3 Year | 12.39% | 19.96% |
5 Year | 12.81% | - |
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 | 11.5% | 20% |
3 Year | 13.07% | 25.12% |
5 Year | 12.86% | - |
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 | 12.11% | 15.80% |
Sharp | 0.44% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.69% | -0.92% |
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 | 2.95 | 1.87 |
Large Cap | 95.91 | 5.05 |
Mid Cap | 1.13 | 90.06 |
Small Cap | - | 3.02 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.12 | 0.21 |
Energy | 10.41 | 2.31 |
Technology | 10.5 | 10.17 |
Industrials | 5.88 | 19.26 |
Basic Materials | 6.29 | 11.16 |
Consumer Defensive | 6.95 | 3.52 |
Financial Services | 36.78 | 22.12 |
Healthcare | 3.74 | 11.87 |
Consumer Cyclical | 12.16 | 10.37 |
Communication Services | 4.65 | 2.88 |
Utilities | 2.53 | 3.17 |
Real Estate | - | 2.97 |
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