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) | ₹308 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 | 5.14% | 0.78% | 0.78% |
6 Month | -1.8% | -0.15% | -0.15% |
1 Year | 4.13% | 5.66% | 5.66% |
3 Year | 28.1% | 16.17% | 16.17% |
5 Year | - | 19.87% | 19.87% |
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 | 11.62% | 6.2% | 6.2% |
1 Year | 10.26% | 6.38% | 6.38% |
3 Year | 23.29% | 12.76% | 12.76% |
5 Year | - | 13.39% | 13.39% |
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 | 16.206% | 12.76% | 12.76% |
Sharp | 0.832% | 0.65% | 0.65% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -1.01% | -1.01% |
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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 | -0.22 | 0.23 | 0.23 |
Mid Cap | 87.73 | 1.13 | 1.13 |
Large Cap | 6.16 | 98.61 | 98.61 |
Small Cap | 6.33 | - | - |
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 | -0.22 | 0.23 | 0.23 |
Utilities | 2.01 | - | - |
Industrials | 19.48 | - | - |
Financial Services | 20.09 | - | - |
Basic Materials | 11.03 | - | - |
Technology | 10.23 | - | - |
Healthcare | 10.93 | - | - |
Consumer Cyclical | 12.95 | - | - |
Real Estate | 3.43 | - | - |
Energy | 2.6 | - | - |
Communication Services | 3.15 | - | - |
Consumer Defensive | 4.32 | - | - |
Petroleum Products | - | 8.65 | 8.65 |
IT - Software | - | 11.25 | 11.25 |
Construction | - | 3.59 | 3.59 |
Ferrous Metals | - | 1.95 | 1.95 |
Consumer Durables | - | 2.28 | 2.28 |
Diversified FMCG | - | 5.48 | 5.48 |
Non - Ferrous Metals | - | 0.82 | 0.82 |
Banks | - | 31.4 | 31.4 |
Pharmaceuticals & Biotechnology | - | 3.2 | 3.2 |
Cement & Cement Products | - | 2.18 | 2.18 |
Automobiles | - | 7.03 | 7.03 |
Insurance | - | 1.44 | 1.44 |
Agricultural Food & other Products | - | 0.69 | 0.69 |
Oil | - | 0.86 | 0.86 |
Food Products | - | 0.78 | 0.78 |
Aerospace & Defense | - | 1.02 | 1.02 |
Finance | - | 4.57 | 4.57 |
Telecom - Services | - | 4.48 | 4.48 |
Metals & Minerals Trading | - | 0.54 | 0.54 |
Healthcare Services | - | 0.63 | 0.63 |
Consumable Fuels | - | 0.8 | 0.8 |
Power | - | 2.78 | 2.78 |
Transport Infrastructure | - | 0.82 | 0.82 |
Retailing | - | 2.5 | 2.5 |
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