Nippon India Nifty 50 Value 20 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular 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) | ₹992 Cr | ₹358 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Feb 2021 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY Midcap 150 TRI |
Turn Over | 39% | 37% |
Expense Ratio | 0.76 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB19Y8 | INF209KB1W41 |
Exits Load | Data not available./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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | 1.29% | 3.83% |
6 Month | -3.18% | 3.34% |
1 Year | 0.64% | 4.86% |
3 Year | 18.13% | 28.98% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
6 Month | 3.86% | 12.92% |
1 Year | -2.8% | 13.85% |
3 Year | 13.28% | 24.58% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Year | 16.01% | 22.72% |
3 Year | 17.69% | 23.42% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 13.88% | 17.00% |
Sharp | 0.65% | 1.05% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.95% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.48 | -0.22 |
Large Cap | 97.78 | 6.16 |
Mid Cap | 1.74 | 87.73 |
Small Cap | - | 6.33 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
Others | 0.08 | -0.22 |
Technology | 33.47 | 10.23 |
Energy | 6.43 | 2.6 |
Basic Materials | 4.77 | 11.03 |
Financial Services | 24.46 | 20.09 |
Healthcare | 1.97 | 10.93 |
Consumer Defensive | 12.64 | 4.32 |
Consumer Cyclical | 8.48 | 12.95 |
Utilities | 7.7 | 2.01 |
Industrials | - | 19.48 |
Real Estate | - | 3.43 |
Communication Services | - | 3.15 |
Top Comparisons
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
HSBC Liquid Fund - Regular Growth
3Y Returns6.95%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.95%
Bandhan Midcap Fund Regular - Growth
3Y Returns0%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns29.83%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.32%