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Motilal Oswal Nifty Midcap 150 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 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) | ₹256 Cr | ₹3023 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 Smallcap 50 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 37% | 50% |
| Expense Ratio | 1.01 | 1 |
| Manager | Pranav Gupta | Swapnil P Mayekar |
| ISIN Code | INF209KB1V83 | INF247L01908 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 0.57% | -0.04% |
| 6 Month | -8.22% | -0.31% |
| 1 Year | 0.7% | 8.56% |
| 3 Year | 24.14% | 22.57% |
| 5 Year | - | 21.22% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | -2.3% | 0.48% |
| 1 Year | 2.54% | 11.36% |
| 3 Year | 13.25% | 15.33% |
| 5 Year | - | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 8.13% | 23.91% |
| 3 Year | 20.11% | 25.45% |
| 5 Year | - | 27.17% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 20.24% | 15.67% |
| Sharp | 0.88% | 0.99% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.48% | -0.93% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 10 | 2.37 |
| Small Cap | 88.32 | 1.26 |
| Mid Cap | 1.68 | 86.73 |
| Large Cap | - | 9.64 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.04 | -0.09 |
| Communication Services | 1.52 | 3.09 |
| Basic Materials | 10.26 | 9.51 |
| Financial Services | 31.69 | 25.67 |
| Healthcare | 20.55 | 8.34 |
| Real Estate | 1.17 | 2.89 |
| Industrials | 10.24 | 17.44 |
| Technology | 11.87 | 10.05 |
| Energy | 2.44 | 2.4 |
| Consumer Cyclical | 4.02 | 13.69 |
| Utilities | 2.74 | 2.82 |
| Consumer Defensive | 3.45 | 4.2 |
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