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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) | ₹20590 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 | -0.56% | -2% |
| 6 Month | 9.8% | 14.54% |
| 1 Year | 1.08% | -1.94% |
| 3 Year | 13.25% | 22.7% |
| 5 Year | 17.82% | - |
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 | 1.67% | 3.41% |
| 1 Year | 6.55% | 7.51% |
| 3 Year | 12.59% | 20.49% |
| 5 Year | 13.36% | - |
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 | 12.13% | 15.77% |
| Sharp | 0.60% | 1.02% |
| 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 | 3.12 | 1.81 |
| Large Cap | 95.74 | 4.93 |
| Mid Cap | 1.14 | 90.26 |
| Small Cap | - | 3 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.25 | 0.17 |
| Energy | 10.52 | 2.48 |
| Technology | 10.42 | 9.87 |
| Industrials | 5.91 | 19.25 |
| Basic Materials | 6.11 | 11.16 |
| Consumer Defensive | 6.73 | 3.44 |
| Financial Services | 37.76 | 22.17 |
| Healthcare | 3.77 | 12.14 |
| Consumer Cyclical | 11.29 | 10.14 |
| Communication Services | 4.64 | 3 |
| Utilities | 2.58 | 3.21 |
| Real Estate | - | 2.98 |
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