Motilal Oswal 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
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹358 Cr | ₹701 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
Turn Over | 37% | 10% |
Expense Ratio | 1.01 | 0.55 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01AF4 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 4.07% | 3.31% |
6 Month | 3.86% | 8.39% |
1 Year | 5.02% | 6.9% |
3 Year | 29.44% | 18.01% |
5 Year | - | 20.49% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 12.92% | 9.48% |
1 Year | 13.85% | 14.13% |
3 Year | 24.58% | 15.96% |
5 Year | - | 15.46% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 22.72% | 18.57% |
3 Year | 23.42% | 15.21% |
5 Year | - | 15.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 17.00% | 13.14% |
Sharp | 1.05% | 0.63% |
Beta | 1.00% | 1.00% |
Alpha | -0.95% | -0.59% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Name | Pranav Gupta | Swapnil P Mayekar |
Total AUM | ₹10003 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | -0.22 | 0.91 |
Mid Cap | 87.73 | 1.28 |
Large Cap | 6.16 | 97.82 |
Small Cap | 6.33 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | -0.22 | 0.04 |
Utilities | 2.01 | 2.63 |
Industrials | 19.48 | 5.44 |
Financial Services | 20.09 | 36.52 |
Basic Materials | 11.03 | 6.02 |
Technology | 10.23 | 13.14 |
Healthcare | 10.93 | 3.82 |
Consumer Cyclical | 12.95 | 9.6 |
Real Estate | 3.43 | - |
Energy | 2.6 | 10.93 |
Communication Services | 3.15 | 4.25 |
Consumer Defensive | 4.32 | 7.63 |
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