- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Nifty MidSmall Healthcare Index Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Fund | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Very High |
| Asset Size (Cr) | ₹12 Cr | ₹160 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jun 2024 | 22 Apr 2024 |
| Category | Low Duration | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL IBX Gilt Index - June 2027 | NIFTY 100 Equal Weight TRI |
| Turn Over | % | % |
| Expense Ratio | 0.5 | 1.11 |
| Manager | Kapil Menon | |
| ISIN Code | INF209KC1050 | INF277KA1BD0 |
| Exits Load | Data not available./365 | Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 0.47% | 0.19% |
| 6 Month | 2.76% | 6.17% |
| 1 Year | 7.87% | 5.07% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 1.43% | -0.99% |
| 1 Year | 7.02% | 5.77% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 8.38% | 18.07% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Name | Kapil Menon | |
| Total AUM | ₹0 Cr | |
| Funds Managed | 5 | |
| Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Market Cap
| Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 100 | 1.83 |
| Mid Cap | - | 57.39 |
| Small Cap | - | 40.78 |
Sector Allocation
| Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 100 | -0.08 |
| Healthcare | - | 100.08 |
Top Comparisons
Kotak Flexicap Fund - Growth
3Y Returns16.64%
Quant Flexi Cap Fund-Growth
3Y Returns15.81%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.58%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.46%
Franklin India Large Cap Fund-Growth
3Y Returns14.12%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.46%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.94%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.51%
