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) | ₹386 Cr | ₹330 Cr | ₹330 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 | 0.01% | 1.96% | 1.96% |
| 6 Month | 12.63% | 8.71% | 8.71% |
| 1 Year | 0.28% | 4.2% | 4.2% |
| 3 Year | 22.86% | 13.83% | 13.83% |
| 5 Year | - | 16.83% | 16.83% |
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 | 1.36% | 2.89% | 2.89% |
| 1 Year | 12.46% | 13.54% | 13.54% |
| 3 Year | 18.84% | 12.51% | 12.51% |
| 5 Year | - | 12.6% | 12.6% |
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% | 12.17% | 12.17% |
| 3 Year | 24.06% | 11.7% | 11.7% |
| 5 Year | - | 11.63% | 11.63% |
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 | 15.67% | 12.45% | 12.45% |
| Sharp | 0.91% | 0.64% | 0.64% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.90% | -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 | 2.29 | 3.32 | 3.32 |
| Mid Cap | 87.19 | 1.38 | 1.38 |
| Large Cap | 9.07 | 95.3 | 95.3 |
| Small Cap | 1.44 | - | - |
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 | -0.02 | 0.22 | 0.22 |
| Utilities | 3.18 | 2.54 | 2.54 |
| Industrials | 18.4 | 7.05 | 7.05 |
| Financial Services | 23.88 | 36.44 | 36.44 |
| Consumer Cyclical | 13.4 | 11.64 | 11.64 |
| Basic Materials | 9.56 | 6.26 | 6.26 |
| Technology | 10.39 | 9.89 | 9.89 |
| Consumer Defensive | 4.54 | 6.79 | 6.79 |
| Healthcare | 8.69 | 4.28 | 4.28 |
| Real Estate | 2.85 | - | - |
| Energy | 2.39 | 10.37 | 10.37 |
| Communication Services | 2.75 | 4.53 | 4.53 |
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