Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹379 Cr | ₹356 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI |
Turn Over | 37% | 50% |
Expense Ratio | 1.01 | 1.03 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01AD9 |
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 Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 3.01% | 3.14% |
6 Month | 20.75% | 16.36% |
1 Year | -2.87% | -9.07% |
3 Year | 20.53% | 14.43% |
5 Year | - | 19.47% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 4.05% | 3.46% |
1 Year | 12.75% | 7.6% |
3 Year | 19.96% | 17.02% |
5 Year | - | 16.11% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 20% | 17.4% |
3 Year | 25.12% | 18.29% |
5 Year | - | 20.53% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 15.80% | 17.93% |
Sharp | 0.83% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.97% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 1.81 | 2.69 |
Mid Cap | 90.26 | 9.65 |
Small Cap | 3 | - |
Large Cap | 4.93 | 87.65 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.17 | 0.38 |
Utilities | 3.21 | 10.49 |
Industrials | 19.25 | 14.47 |
Financial Services | 22.17 | 19.56 |
Basic Materials | 11.16 | 10.07 |
Technology | 9.87 | 2.09 |
Consumer Cyclical | 10.14 | 11.86 |
Healthcare | 12.14 | 6.13 |
Real Estate | 2.98 | 3.55 |
Energy | 2.48 | 4.87 |
Communication Services | 3 | 2.32 |
Consumer Defensive | 3.44 | 14.21 |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.53%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.64%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.41%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.17%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.56%
UTI Flexi Cap Fund - Growth Option
3Y Returns10.11%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.43%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.27%