Franklin India Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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) | ₹744 Cr | ₹379 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 | -0.58% | -2% |
6 Month | 9.63% | 14.54% |
1 Year | 0.99% | -1.94% |
3 Year | 12.95% | 22.7% |
5 Year | 17.41% | - |
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 | 1.6% | 3.41% |
1 Year | 6.31% | 7.51% |
3 Year | 12.32% | 20.49% |
5 Year | 13.04% | - |
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 | 12.61% | 20% |
3 Year | 12.69% | 25.12% |
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 | 12.05% | 15.77% |
Sharp | 0.58% | 1.02% |
Beta | 0.99% | 1.00% |
Alpha | -0.65% | -0.92% |
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 | 3.45 | 1.81 |
Large Cap | 95.41 | 4.93 |
Mid Cap | 1.13 | 90.26 |
Small Cap | - | 3 |
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 | 0.6 | 0.17 |
Energy | 10.5 | 2.48 |
Technology | 10.38 | 9.87 |
Industrials | 5.88 | 19.25 |
Basic Materials | 6.08 | 11.16 |
Consumer Defensive | 6.7 | 3.44 |
Financial Services | 37.68 | 22.17 |
Healthcare | 3.75 | 12.14 |
Consumer Cyclical | 11.23 | 10.14 |
Communication Services | 4.62 | 3 |
Utilities | 2.57 | 3.21 |
Real Estate | - | 2.98 |
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