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) | ₹3052 Cr | ₹419 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 | -0.4% | -2.08% |
| 6 Month | 4.51% | 2.35% |
| 1 Year | 7.5% | 0.75% |
| 3 Year | 12.82% | 21.57% |
| 5 Year | 13.83% | - |
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 | 3.57% | 1.93% |
| 1 Year | 16.23% | 16.87% |
| 3 Year | 12.93% | 17.89% |
| 5 Year | 12.7% | - |
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 | 10.92% | 18.18% |
| 3 Year | 12.63% | 24.06% |
| 5 Year | 12.29% | - |
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 | 12.46% | 15.76% |
| Sharp | 0.65% | 0.96% |
| Beta | 0.99% | 1.00% |
| Alpha | -2.22% | -0.89% |
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 | 3.34 | 2.72 |
| Large Cap | 95.31 | 9.11 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
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 | 0.03 | 0.04 |
| Energy | 10.88 | 2.27 |
| Technology | 10.23 | 10.55 |
| Industrials | 7.25 | 17.94 |
| Basic Materials | 6.17 | 9.12 |
| Healthcare | 4.32 | 8.43 |
| Consumer Defensive | 6.49 | 4.2 |
| Financial Services | 36.82 | 25.66 |
| Consumer Cyclical | 10.7 | 13.04 |
| Communication Services | 4.79 | 3 |
| Utilities | 2.32 | 2.85 |
| Real Estate | - | 2.92 |
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