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LIC MF Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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