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) | ₹406 Cr | ₹2929 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 | 0.31% | 0.32% |
| 6 Month | 3.28% | 3.29% |
| 1 Year | 2.41% | 2.56% |
| 3 Year | 21.4% | 21.34% |
| 5 Year | - | 23.31% |
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 | 2.97% | 2.99% |
| 1 Year | 17.02% | 17.12% |
| 3 Year | 18.1% | 18.08% |
| 5 Year | - | 19.52% |
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 | 18.18% | 24.48% |
| 3 Year | 24.06% | 25.54% |
| 5 Year | - | 27.39% |
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 | 15.76% | 15.75% |
| Sharp | 0.96% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -0.93% |
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 | 2.66 | 2.53 |
| Mid Cap | 87.06 | 87.17 |
| Large Cap | 8.91 | 8.92 |
| Small Cap | 1.37 | 1.37 |
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 | 0.03 | -0.1 |
| Utilities | 3.06 | 3.07 |
| Industrials | 18.14 | 18.16 |
| Financial Services | 24.7 | 24.73 |
| Consumer Cyclical | 13.03 | 13.05 |
| Basic Materials | 9.3 | 9.31 |
| Technology | 10.62 | 10.64 |
| Consumer Defensive | 4.34 | 4.35 |
| Healthcare | 8.44 | 8.45 |
| Real Estate | 3.07 | 3.08 |
| Energy | 2.39 | 2.4 |
| Communication Services | 2.86 | 2.87 |
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