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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) | ₹22531 Cr | ₹419 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 | -1.5% | -0.92% |
| 6 Month | 2.6% | 0.64% |
| 1 Year | 11.69% | 9.95% |
| 3 Year | 13.45% | 22.51% |
| 5 Year | 12.78% | - |
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 | 1.83% | 1.59% |
| 1 Year | 10.33% | 12.61% |
| 3 Year | 11.21% | 15.71% |
| 5 Year | 11.88% | - |
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 | 13.79% | 11.89% |
| 3 Year | 12.91% | 22.94% |
| 5 Year | 12.67% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.46% | 14.71% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 3.36 | 2.72 |
| Large Cap | 95.3 | 9.11 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.05 | 0.04 |
| Energy | 10.88 | 2.27 |
| Technology | 10.22 | 10.55 |
| Industrials | 7.25 | 17.39 |
| Basic Materials | 6.17 | 9.12 |
| Healthcare | 4.32 | 8.43 |
| Consumer Defensive | 6.49 | 4.2 |
| Financial Services | 36.82 | 25.66 |
| Consumer Cyclical | 10.7 | 13.58 |
| Communication Services | 4.79 | 3 |
| Utilities | 2.32 | 2.85 |
| Real Estate | - | 2.92 |
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