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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) | ₹20930 Cr | ₹386 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 | 3.64% | 3.82% |
| 6 Month | 6.48% | 10.75% |
| 1 Year | 7.17% | 5.08% |
| 3 Year | 13.42% | 22.52% |
| 5 Year | 18.03% | - |
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 | 0.1% | -0.51% |
| 1 Year | 7.25% | 7.96% |
| 3 Year | 10.51% | 16.35% |
| 5 Year | 11.7% | - |
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 | 13.96% | 18.18% |
| 3 Year | 12.79% | 24.06% |
| 5 Year | 12.6% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 11.68% | 15.76% |
| Sharp | 0.58% | 0.97% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.41% | -0.90% |
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 | 3.09 | 2.29 |
| Large Cap | 95.52 | 9.07 |
| Mid Cap | 1.4 | 87.19 |
| Small Cap | - | 1.44 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | -0.03 | -0.02 |
| Energy | 10.37 | 2.39 |
| Technology | 9.91 | 10.39 |
| Industrials | 7.09 | 18.4 |
| Basic Materials | 6.32 | 9.56 |
| Healthcare | 4.29 | 8.69 |
| Consumer Defensive | 6.79 | 4.54 |
| Financial Services | 36.49 | 23.88 |
| Consumer Cyclical | 11.68 | 13.4 |
| Communication Services | 4.54 | 2.75 |
| Utilities | 2.56 | 3.18 |
| Real Estate | - | 2.85 |
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