Motilal Oswal Nifty 500 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 500 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹382 Cr | ₹2468 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 500 TRI |
Turn Over | 37% | 10% |
Expense Ratio | 1.01 | 0.88 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01940 |
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 | Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
1 Month | -2.01% | -2.4% |
6 Month | 10.18% | 8.41% |
1 Year | -1.46% | -1.56% |
3 Year | 23.95% | 16.11% |
5 Year | - | 20.4% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
6 Month | 7.89% | 5% |
1 Year | 9.99% | 6.24% |
3 Year | 22.1% | 15.27% |
5 Year | - | 15.73% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
1 Year | 22.72% | 18.2% |
3 Year | 23.42% | 17.78% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 16.46% | 13.99% |
Sharp | 1.27% | 0.96% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -1.03% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
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 500 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | 1.92 | 2.68 |
Mid Cap | 90.19 | 18.83 |
Small Cap | 2.88 | 10.52 |
Large Cap | 5.01 | 67.95 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | 0.17 | 0.22 |
Utilities | 3.32 | 3.73 |
Industrials | 19.3 | 11.19 |
Financial Services | 22.93 | 30.92 |
Basic Materials | 11.1 | 8.03 |
Technology | 9.77 | 9.53 |
Consumer Cyclical | 9.96 | 10.68 |
Healthcare | 11.31 | 6.3 |
Real Estate | 3.13 | 1.27 |
Energy | 2.48 | 7.65 |
Communication Services | 3.18 | 3.96 |
Consumer Defensive | 3.33 | 6.47 |
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