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) | ₹788 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 | -0.98% | -1.58% |
| 6 Month | 1.94% | 0.14% |
| 1 Year | 10.46% | 4% |
| 3 Year | 13.28% | 22.52% |
| 5 Year | 13.65% | - |
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 | 3.49% | 2.97% |
| 1 Year | 13.8% | 15.73% |
| 3 Year | 12.46% | 17.51% |
| 5 Year | 12.66% | - |
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 | 12.66% | 18.18% |
| 3 Year | 12.85% | 24.06% |
| 5 Year | 12.66% | - |
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 | 3.53 | 2.72 |
| Large Cap | 95.13 | 9.11 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
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 | 0.23 | 0.04 |
| Energy | 10.86 | 2.27 |
| Technology | 10.21 | 10.55 |
| Industrials | 7.24 | 17.94 |
| Basic Materials | 6.16 | 9.12 |
| Healthcare | 4.31 | 8.43 |
| Consumer Defensive | 6.47 | 4.2 |
| Financial Services | 36.75 | 25.66 |
| Consumer Cyclical | 10.68 | 13.04 |
| Communication Services | 4.78 | 3 |
| Utilities | 2.31 | 2.85 |
| Real Estate | - | 2.92 |
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