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) | ₹426 Cr | ₹375 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 | -2.63% | -2.35% |
| 6 Month | -0.49% | 2.08% |
| 1 Year | 9.64% | 9.71% |
| 3 Year | 23.08% | 13.55% |
| 5 Year | - | 13.89% |
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 | -3.93% | -1.99% |
| 1 Year | -0.37% | 2.57% |
| 3 Year | 12.02% | 9.2% |
| 5 Year | - | 10.86% |
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 | 11.53% | 12.5% |
| 3 Year | 22.88% | 14.92% |
| 5 Year | - | 17.72% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 14.71% | 12.45% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 2.51 | 3.41 |
| Mid Cap | 86.61 | 1.26 |
| Large Cap | 9.63 | 95.33 |
| Small Cap | 1.25 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.05 | 0.04 |
| Utilities | 2.82 | 2.32 |
| Industrials | 17.41 | 7.04 |
| Financial Services | 25.63 | 36.56 |
| Consumer Cyclical | 13.67 | 10.85 |
| Basic Materials | 9.5 | 6.37 |
| Technology | 10.03 | 10.41 |
| Consumer Defensive | 4.19 | 6.41 |
| Healthcare | 8.32 | 4.15 |
| Real Estate | 2.88 | - |
| Energy | 2.4 | 10.93 |
| Communication Services | 3.09 | 4.92 |
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