Nippon India Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2572 Cr | ₹379 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Oct 2010 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
Turn Over | 6% | 37% |
Expense Ratio | 0.42 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204K01IE3 | INF209KB1W41 |
Exits Load | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | 0.23% | -1.79% |
6 Month | 9.57% | 14.89% |
1 Year | 2.42% | 0.05% |
3 Year | 12.63% | 22.01% |
5 Year | 17.37% | - |
SIP Return Analysis
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | 2.41% | 3.68% |
1 Year | 5.5% | 4.59% |
3 Year | 11.64% | 18.9% |
5 Year | 12.48% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 11.36% | 20% |
3 Year | 12.56% | 25.12% |
5 Year | 12.17% | - |
Risk Management
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 12.12% | 15.77% |
Sharp | 0.58% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.61% | -0.92% |
Fund Managers
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Name | Himanshu Mange | Pranav Gupta |
Total AUM | ₹0 Cr | ₹10003 Cr |
Funds Managed | 10 | 9 |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 3.15 | 1.81 |
Large Cap | 95.71 | 4.93 |
Mid Cap | 1.14 | 90.26 |
Small Cap | - | 3 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.29 | 0.17 |
Energy | 10.52 | 2.48 |
Technology | 10.42 | 9.87 |
Industrials | 5.91 | 19.25 |
Basic Materials | 6.11 | 11.16 |
Consumer Defensive | 6.73 | 3.44 |
Financial Services | 37.75 | 22.17 |
Healthcare | 3.77 | 12.14 |
Consumer Cyclical | 11.28 | 10.14 |
Communication Services | 4.63 | 3 |
Utilities | 2.58 | 3.21 |
Real Estate | - | 2.98 |
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