- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹21978 Cr | ₹406 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 | 0.87% | 2.57% |
| 6 Month | 4.31% | 6.48% |
| 1 Year | 11.41% | 10.75% |
| 3 Year | 13.09% | 23.61% |
| 5 Year | 15.75% | - |
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 | 3.54% | 3.03% |
| 1 Year | 15.18% | 17.86% |
| 3 Year | 13.2% | 19.4% |
| 5 Year | 13.12% | - |
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 | 13.91% | 18.18% |
| 3 Year | 12.88% | 24.06% |
| 5 Year | 12.63% | - |
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 | 3.75 | 2.66 |
| Large Cap | 94.87 | 8.91 |
| Mid Cap | 1.38 | 87.06 |
| Small Cap | - | 1.37 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.51 | 0.03 |
| Energy | 10.66 | 2.39 |
| Technology | 9.9 | 10.62 |
| Industrials | 7.25 | 18.14 |
| Basic Materials | 6.38 | 9.3 |
| Healthcare | 4.22 | 8.44 |
| Consumer Defensive | 6.7 | 4.34 |
| Financial Services | 36.32 | 24.7 |
| Consumer Cyclical | 10.86 | 13.03 |
| Communication Services | 4.74 | 2.86 |
| Utilities | 2.46 | 3.06 |
| Real Estate | - | 3.07 |
Top Comparisons
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.51%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.55%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.43%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.94%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.7%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns15.88%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.2%
