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

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

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tortoise-icon 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) ₹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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