LIC MF 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
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹379 Cr | ₹329 Cr | ₹329 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 01 Apr 2021 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 37% | % | 40% |
Expense Ratio | 1.01 | 1.01 | 1.01 |
Manager | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF209KB1W41 | INF767K01162 | INF767K01162 |
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 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.64% | 2.4% | 2.4% |
6 Month | 21.49% | 13.03% | 13.03% |
1 Year | -2.59% | -0.38% | -0.38% |
3 Year | 21.81% | 12.97% | 12.97% |
5 Year | - | 16.84% | 16.84% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 4.05% | 2.98% | 2.98% |
1 Year | 12.75% | 10.06% | 10.06% |
3 Year | 19.96% | 11.93% | 11.93% |
5 Year | - | 12.29% | 12.29% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 20% | 12.29% | 12.29% |
3 Year | 25.12% | 11.65% | 11.65% |
5 Year | - | 11.6% | 11.6% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 15.80% | 12.45% | 12.45% |
Sharp | 0.83% | 0.64% | 0.64% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.92% | -2.33% | -2.33% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Name | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹10003 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 9 | 6 | 6 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.81 | 3.38 | 3.38 |
Mid Cap | 90.26 | 1.14 | 1.14 |
Small Cap | 3 | - | - |
Large Cap | 4.93 | 95.48 | 95.48 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.17 | 0.53 | 0.53 |
Utilities | 3.21 | 2.57 | 2.57 |
Industrials | 19.25 | 5.9 | 5.9 |
Financial Services | 22.17 | 37.68 | 37.68 |
Basic Materials | 11.16 | 6.08 | 6.08 |
Technology | 9.87 | 10.39 | 10.39 |
Consumer Cyclical | 10.14 | 11.25 | 11.25 |
Healthcare | 12.14 | 3.76 | 3.76 |
Real Estate | 2.98 | - | - |
Energy | 2.48 | 10.5 | 10.5 |
Communication Services | 3 | 4.63 | 4.63 |
Consumer Defensive | 3.44 | 6.71 | 6.71 |
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