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

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon 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

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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