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) | ₹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 |
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 | 0.83% | 5.14% |
6 Month | 0.16% | -1.8% |
1 Year | 6.35% | 4.13% |
3 Year | 16.95% | 28.1% |
5 Year | 20.74% | - |
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 | 6.37% | 11.62% |
1 Year | 7.04% | 10.26% |
3 Year | 13.54% | 23.29% |
5 Year | 14.18% | - |
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 | 14.24% | 22.72% |
3 Year | 12.7% | 23.42% |
5 Year | 12.53% | - |
Risk Management
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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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 | 0.91 | -0.22 |
Large Cap | 97.82 | 6.16 |
Mid Cap | 1.27 | 87.73 |
Small Cap | - | 6.33 |
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 | -0.22 |
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 |
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