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

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)	₹22531 Cr	₹419 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	-0.31%	-0.62%
6 Month	2.73%	1.11%
1 Year	11.45%	4.86%
3 Year	13.81%	22.89%
5 Year	14.16%	-

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	3.48%	2.97%
1 Year	13.92%	15.73%
3 Year	12.67%	17.51%
5 Year	12.92%	-

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	13.83%	18.18%
3 Year	12.89%	24.06%
5 Year	12.65%	-

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation	12.46%	14.71%
Sharp	0.68%	1.27%
Beta	0.99%	1.03%
Alpha	-1.8%	-1.08%

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	3.36	2.72
Large Cap	95.3	9.11
Mid Cap	1.34	86.84
Small Cap	-	1.33

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	0.04
Energy	10.88	2.27
Technology	10.22	10.55
Industrials	7.25	17.94
Basic Materials	6.17	9.12
Healthcare	4.32	8.43
Consumer Defensive	6.49	4.2
Financial Services	36.82	25.66
Consumer Cyclical	10.7	13.04
Communication Services	4.79	3
Utilities	2.32	2.85
Real Estate	-	2.92

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