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 | ₹333 Cr | ₹333 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 | -3.48% | -1.51% | -1.51% |
6 Month | 16.67% | 10.74% | 10.74% |
1 Year | -5.02% | -2.7% | -2.7% |
3 Year | 20.88% | 12.21% | 12.21% |
5 Year | - | 16% | 16% |
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 | 0.36% | -0.31% | -0.31% |
1 Year | 2.37% | 2.81% | 2.81% |
3 Year | 17.67% | 10.25% | 10.25% |
5 Year | - | 11.69% | 11.69% |
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 | 15.77% | 12.45% | 12.45% |
Sharp | 1.02% | 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 |
Top Comparisons
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.01%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.56%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.28%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.12%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns6.98%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.19%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.23%