HDFC Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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HDFC Nifty 50 Index Fund - Growth Plan

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹18383 Cr	₹308 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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month	3.44%	3.85%
6 Month	0.1%	-5.3%
1 Year	8.51%	4.69%
3 Year	13.29%	20.69%
5 Year	20.6%	-

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month	3%	0.32%
1 Year	1.03%	-7.1%
3 Year	13.25%	20.21%
5 Year	14.55%	-

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year	14.46%	25.27%
3 Year	12.72%	25.35%
5 Year	12.47%	-

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation	13.108%	16.206%
Sharp	0.344%	0.832%
Beta	-	-
Alpha	-	-

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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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.91	-0.22
Large Cap	97.82	6.16
Mid Cap	1.27	87.73
Small Cap	-	6.33

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.05	-0.22
Energy	10.97	2.6
Technology	13.97	10.23
Industrials	5.74	19.48
Basic Materials	5.84	11.03
Consumer Defensive	8	4.32
Financial Services	34.33	20.09
Healthcare	3.91	10.93
Consumer Cyclical	10.32	12.95
Communication Services	4.13	3.15
Utilities	2.75	2.01
Real Estate	-	3.43