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) | ₹379 Cr | ₹344 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 | 3.01% | 1.77% |
6 Month | 20.75% | 12.57% |
1 Year | -2.87% | -0.39% |
3 Year | 20.53% | 12.63% |
5 Year | - | 17.52% |
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 | 4.05% | 3.15% |
1 Year | 12.75% | 10.66% |
3 Year | 19.96% | 12.62% |
5 Year | - | 12.96% |
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 | 15.80% | 12.09% |
Sharp | 0.83% | 0.45% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.51% |
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 | 1.81 | 3.07 |
Mid Cap | 90.26 | 1.14 |
Small Cap | 3 | - |
Large Cap | 4.93 | 95.79 |
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 | 0.2 |
Utilities | 3.21 | 2.58 |
Industrials | 19.25 | 5.92 |
Financial Services | 22.17 | 37.79 |
Basic Materials | 11.16 | 6.11 |
Technology | 9.87 | 10.43 |
Consumer Cyclical | 10.14 | 11.29 |
Healthcare | 12.14 | 3.77 |
Real Estate | 2.98 | - |
Energy | 2.48 | 10.53 |
Communication Services | 3 | 4.64 |
Consumer Defensive | 3.44 | 6.74 |
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