HSBC NIFTY 50 INDEX FUND vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹382 Cr | ₹354 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Apr 2021 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
Turn Over | 37% | 8% |
Expense Ratio | 1.01 | 0.45 |
Manager | Pranav Gupta | Praveen Ayathan |
ISIN Code | INF209KB1W41 | INF917K01D38 |
Exits Load | 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 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -2.65% | -2.89% |
6 Month | 7.41% | 5.9% |
1 Year | -2.77% | 0.03% |
3 Year | 23.59% | 13.7% |
5 Year | - | 18.15% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 7.89% | 3.38% |
1 Year | 9.99% | 6% |
3 Year | 22.1% | 13.03% |
5 Year | - | 13.75% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20% | 15.7% |
3 Year | 25.12% | 15.56% |
5 Year | - | 20.58% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 16.46% | 12.66% |
Sharp | 1.27% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Pranav Gupta | Praveen Ayathan |
Total AUM | ₹10003 Cr | ₹3762 Cr |
Funds Managed | 9 | 5 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 1.92 | 3.26 |
Mid Cap | 90.19 | 1.13 |
Small Cap | 2.88 | - |
Large Cap | 5.01 | 95.61 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.17 | 0.26 |
Utilities | 3.32 | 2.54 |
Industrials | 19.3 | 5.94 |
Financial Services | 22.93 | 37.31 |
Basic Materials | 11.1 | 5.93 |
Technology | 9.77 | 11.18 |
Consumer Cyclical | 9.96 | 11.1 |
Healthcare | 11.31 | 3.59 |
Real Estate | 3.13 | - |
Energy | 2.48 | 10.94 |
Communication Services | 3.18 | 4.72 |
Consumer Defensive | 3.33 | 6.48 |
Top Comparisons
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.97%
Tata Focused Fund-Regular Plan-Growth
3Y Returns16.32%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns13.67%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns18.19%
Franklin Build India Fund Growth Plan
3Y Returns30.02%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns24.43%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns16.34%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns14.22%