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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) | ₹308 Cr | ₹2040 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 | 3.85% | 3.17% |
| 6 Month | -5.3% | -3.24% |
| 1 Year | 4.69% | 4.94% |
| 3 Year | 20.69% | 14.12% |
| 5 Year | - | 22.15% |
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 | 0.32% | 1.75% |
| 1 Year | -7.1% | -3.7% |
| 3 Year | 20.21% | 14.54% |
| 5 Year | - | 15.89% |
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 | 25.27% | 20.17% |
| 3 Year | 25.35% | 18.05% |
| 5 Year | - | 18.26% |
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 | 16.206% | 13.77% |
| Sharp | 0.832% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
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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 | -0.22 | 0.79 |
| Mid Cap | 87.73 | 17.44 |
| Large Cap | 6.16 | 71.39 |
| Small Cap | 6.33 | 2.87 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.22 | 0.27 |
| Utilities | 2.01 | 3.34 |
| Industrials | 19.48 | 8.24 |
| Financial Services | 20.09 | 29.41 |
| Basic Materials | 11.03 | 7.08 |
| Technology | 10.23 | 10.23 |
| Healthcare | 10.93 | 5.57 |
| Consumer Cyclical | 12.95 | 9.76 |
| Real Estate | 3.43 | 1.1 |
| Energy | 2.6 | 7.37 |
| Communication Services | 3.15 | 3.37 |
| Consumer Defensive | 4.32 | 6.77 |
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