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HDFC Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | HDFC Nifty 50 Index Fund - Growth Plan | 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) | ₹20527 Cr | ₹379 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Jul 2002 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 8.28% | 37% |
| Expense Ratio | 0.36 | 1.01 |
| Manager | Arun Agarwal | Pranav Gupta |
| ISIN Code | INF179K01KZ8 | INF209KB1W41 |
| Exits Load | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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 | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 2.84% | 3.83% |
| 6 Month | 13.27% | 20.81% |
| 1 Year | 0.51% | -2.29% |
| 3 Year | 13.86% | 21.86% |
| 5 Year | 17.96% | - |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 3.16% | 4.05% |
| 1 Year | 10.77% | 12.75% |
| 3 Year | 12.71% | 19.96% |
| 5 Year | 13.07% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.08% | 20% |
| 3 Year | 12.8% | 25.12% |
| 5 Year | 12.57% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.11% | 15.80% |
| Sharp | 0.46% | 0.83% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.42% | -0.92% |
Fund Managers
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Name | Arun Agarwal | Pranav Gupta |
| Total AUM | ₹110478 Cr | ₹10003 Cr |
| Funds Managed | 14 | 9 |
| HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 2.99 | 1.87 |
| Large Cap | 95.88 | 5.05 |
| Mid Cap | 1.13 | 90.06 |
| Small Cap | - | 3.02 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.16 | 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 | 6.94 | 3.52 |
| Financial Services | 36.76 | 22.12 |
| Healthcare | 3.74 | 11.87 |
| Consumer Cyclical | 12.16 | 10.37 |
| Communication Services | 4.64 | 2.88 |
| Utilities | 2.53 | 3.17 |
| Real Estate | - | 2.97 |
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