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) | ₹406 Cr | ₹346 Cr | ₹346 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -0.94% | 1.75% | 1.75% |
| 6 Month | 0.52% | 3.97% | 3.97% |
| 1 Year | 0.25% | 5.37% | 5.37% |
| 3 Year | 20.91% | 11.74% | 11.74% |
| 5 Year | - | 14.17% | 14.17% |
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 | 2.97% | 4.37% | 4.37% |
| 1 Year | 17.02% | 17.04% | 17.04% |
| 3 Year | 18.1% | 12.74% | 12.74% |
| 5 Year | - | 12.49% | 12.49% |
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 | 18.18% | 12.01% | 12.01% |
| 3 Year | 24.06% | 11.77% | 11.77% |
| 5 Year | - | 11.66% | 11.66% |
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 | 15.76% | 12.45% | 12.45% |
| Sharp | 0.96% | 0.64% | 0.64% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.89% | -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 | 2.66 | 3.37 | 3.37 |
| Mid Cap | 87.06 | 1.34 | 1.34 |
| Large Cap | 8.91 | 95.29 | 95.29 |
| Small Cap | 1.37 | - | - |
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 | 0.03 | 0.08 | 0.08 |
| Utilities | 3.06 | 2.32 | 2.32 |
| Industrials | 18.14 | 7.26 | 7.26 |
| Financial Services | 24.7 | 36.84 | 36.84 |
| Consumer Cyclical | 13.03 | 10.67 | 10.67 |
| Basic Materials | 9.3 | 6.15 | 6.15 |
| Technology | 10.62 | 10.22 | 10.22 |
| Consumer Defensive | 4.34 | 6.48 | 6.48 |
| Healthcare | 8.44 | 4.31 | 4.31 |
| Real Estate | 3.07 | - | - |
| Energy | 2.39 | 10.88 | 10.88 |
| Communication Services | 2.86 | 4.8 | 4.8 |
Top Comparisons
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.48%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns34.84%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.34%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.32%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns14.72%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.05%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.64%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.95%