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Motilal Oswal Nifty Smallcap 250 Index 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 Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹379 Cr | ₹965 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 Smallcap 250 TRI |
| Turn Over | 37% | 60% |
| Expense Ratio | 1.01 | 1.04 |
| Manager | Pranav Gupta | Swapnil P Mayekar |
| ISIN Code | INF209KB1W41 | INF247L01924 |
| 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 Smallcap 250 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 Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 3.64% | 4.33% |
| 6 Month | 21.49% | 23.31% |
| 1 Year | -2.59% | -6.76% |
| 3 Year | 21.81% | 21.8% |
| 5 Year | - | 26.41% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 4.05% | 3.89% |
| 1 Year | 12.75% | 9.44% |
| 3 Year | 19.96% | 18.85% |
| 5 Year | - | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 20% | 28.8% |
| 3 Year | 25.12% | 26.16% |
| 5 Year | - | 30.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 15.80% | 19.45% |
| Sharp | 0.83% | 0.73% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.92% | -1.16% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 1.81 | 0.78 |
| Mid Cap | 90.26 | 2 |
| Small Cap | 3 | 97.01 |
| Large Cap | 4.93 | 0.21 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.17 | 0.15 |
| Utilities | 3.21 | 2.67 |
| Industrials | 19.25 | 22.73 |
| Financial Services | 22.17 | 19.78 |
| Basic Materials | 11.16 | 12.09 |
| Technology | 9.87 | 7.93 |
| Consumer Cyclical | 10.14 | 9.95 |
| Healthcare | 12.14 | 13.98 |
| Real Estate | 2.98 | 1.84 |
| Energy | 2.48 | 1.3 |
| Communication Services | 3 | 2.9 |
| Consumer Defensive | 3.44 | 4.71 |
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