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) | ₹358 Cr | ₹331 Cr | ₹331 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 | 3.01% | 3.54% | 3.54% |
6 Month | 2.31% | 6.31% | 6.31% |
1 Year | 3.07% | 4.9% | 4.9% |
3 Year | 28.98% | 17.19% | 17.19% |
5 Year | - | 19.14% | 19.14% |
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 | 12.75% | 8.88% | 8.88% |
1 Year | 15.47% | 13.2% | 13.2% |
3 Year | 23.86% | 14.35% | 14.35% |
5 Year | - | 14.26% | 14.26% |
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 | 22.72% | 12.43% | 12.43% |
3 Year | 23.42% | 11.59% | 11.59% |
5 Year | - | 11.55% | 11.55% |
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 | 17.00% | 12.45% | 12.45% |
Sharp | 1.05% | 0.64% | 0.64% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.95% | -2.33% | -2.33% |
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 | 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 | 2.09 | 0.2 | 0.2 |
Mid Cap | 89.98 | 1.1 | 1.1 |
Small Cap | 2.98 | - | - |
Large Cap | 4.96 | 98.7 | 98.7 |
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 | 0.46 | 0.2 | 0.2 |
Utilities | 3.38 | - | - |
Industrials | 19.7 | - | - |
Financial Services | 22.3 | - | - |
Basic Materials | 11.11 | - | - |
Technology | 9.62 | - | - |
Consumer Cyclical | 10.09 | - | - |
Healthcare | 11.06 | - | - |
Real Estate | 3.09 | - | - |
Energy | 2.53 | - | - |
Communication Services | 3.14 | - | - |
Consumer Defensive | 3.54 | - | - |
Petroleum Products | - | 8.57 | 8.57 |
IT - Software | - | 11.27 | 11.27 |
Construction | - | 3.85 | 3.85 |
Ferrous Metals | - | 2.02 | 2.02 |
Consumer Durables | - | 2.22 | 2.22 |
Diversified FMCG | - | 5.32 | 5.32 |
Non - Ferrous Metals | - | 0.82 | 0.82 |
Banks | - | 31.28 | 31.28 |
Pharmaceuticals & Biotechnology | - | 3.01 | 3.01 |
Cement & Cement Products | - | 2.03 | 2.03 |
Automobiles | - | 7.13 | 7.13 |
Insurance | - | 1.47 | 1.47 |
Agricultural Food & other Products | - | 0.64 | 0.64 |
Oil | - | 0.83 | 0.83 |
Food Products | - | 0.76 | 0.76 |
Aerospace & Defense | - | 1.23 | 1.23 |
Finance | - | 4.77 | 4.77 |
Telecom - Services | - | 4.45 | 4.45 |
Metals & Minerals Trading | - | 0.58 | 0.58 |
Healthcare Services | - | 0.62 | 0.62 |
Consumable Fuels | - | 0.8 | 0.8 |
Power | - | 2.58 | 2.58 |
Transport Infrastructure | - | 0.94 | 0.94 |
Retailing | - | 2.61 | 2.61 |
Top Comparisons
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.91%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.08%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns24.01%
360 ONE Focused Fund Regular-Growth
3Y Returns21.71%
SBI Technology Opportunities Fund Regular Growth
3Y Returns19.97%
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%