Motilal Oswal Nifty 500 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹386 Cr	₹2507 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

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	1.69%	1.49%
6 Month	11.45%	7.41%
1 Year	2.41%	2.29%
3 Year	21.89%	14.71%
5 Year	-	18.44%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	3.57%	3.61%
1 Year	16.35%	14.41%
3 Year	19.42%	14.44%
5 Year	-	14.52%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year	18.18%	16.31%
3 Year	24.06%	17.73%
5 Year	-	19.68%

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	15.76%	13.14%
Sharp	0.97%	0.66%
Beta	1.00%	1.00%
Alpha	-0.90%	-0.99%

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

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	2.29	3.77
Mid Cap	87.19	18.96
Large Cap	9.07	67.27
Small Cap	1.44	10.04

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	-0.02	0.37
Utilities	3.18	3.85
Industrials	18.4	11.03
Financial Services	23.88	30.7
Consumer Cyclical	13.4	11.33
Basic Materials	9.56	8.16
Technology	10.39	9
Consumer Defensive	4.54	6.6
Healthcare	8.69	6.36
Real Estate	2.85	1.18
Energy	2.39	7.58
Communication Services	2.75	3.88