Franklin India Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Investment Plan	IDCW	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹775 Cr	₹419 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Aug 2000	01 Apr 2021
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY Midcap 150 TRI
Turn Over	18.1%	37%
Expense Ratio	0.63	1.01
Manager	Sandeep Manam	Pranav Gupta
ISIN Code	INF090I01890	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	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month	0.68%	-1.13%
6 Month	5.13%	2.85%
1 Year	6.85%	1.25%
3 Year	12.64%	21.56%
5 Year	14.51%	-

SIP Return Analysis

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month	3.61%	1.93%
1 Year	16.2%	16.87%
3 Year	12.88%	17.89%
5 Year	12.69%	-

Rolling Lumpsum Returns

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year	12.69%	18.18%
3 Year	12.86%	24.06%
5 Year	12.64%	-

Risk Management

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation	11.47%	15.76%
Sharp	0.51%	0.96%
Beta	0.99%	1.00%
Alpha	-0.64%	-0.89%

Fund Managers

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name	Sandeep Manam	Pranav Gupta
Total AUM	₹74256 Cr	₹10003 Cr
Funds Managed	20	9
	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	3.91	2.66
Large Cap	94.71	8.91
Mid Cap	1.38	87.06
Small Cap	-	1.37

Sector Allocation

Scheme Name	Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.68	0.03
Energy	10.64	2.39
Technology	9.88	10.62
Industrials	7.24	18.14
Basic Materials	6.37	9.3
Healthcare	4.22	8.44
Consumer Defensive	6.69	4.34
Financial Services	36.25	24.7
Consumer Cyclical	10.84	13.03
Communication Services	4.74	2.86
Utilities	2.45	3.06
Real Estate	-	3.07

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation