Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹379 Cr | ₹2502 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 Midcap 150 Total Return Index |
Turn Over | 37% | 50% |
Expense Ratio | 1.01 | 1 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01908 |
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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 3.01% | 3.02% |
6 Month | 19.5% | 19.61% |
1 Year | -2.64% | -2.51% |
3 Year | 20.43% | 20.35% |
5 Year | - | 26.81% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 4.05% | 4.07% |
1 Year | 12.75% | 12.93% |
3 Year | 19.96% | 19.94% |
5 Year | - | 20.97% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 20% | 26.41% |
3 Year | 25.12% | 26.23% |
5 Year | - | 29.46% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 15.80% | 15.80% |
Sharp | 0.83% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.98% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 1.81 | 1.75 |
Mid Cap | 90.26 | 90.17 |
Small Cap | 3 | 3.03 |
Large Cap | 4.93 | 5.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.17 | 0.09 |
Utilities | 3.21 | 3.17 |
Industrials | 19.25 | 19.28 |
Financial Services | 22.17 | 22.15 |
Basic Materials | 11.16 | 11.17 |
Technology | 9.87 | 10.18 |
Consumer Cyclical | 10.14 | 10.38 |
Healthcare | 12.14 | 11.89 |
Real Estate | 2.98 | 2.97 |
Energy | 2.48 | 2.31 |
Communication Services | 3 | 2.89 |
Consumer Defensive | 3.44 | 3.53 |
Top Comparisons
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.19%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns22.11%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.65%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.87%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.38%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.08%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.12%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.12%