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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 | ₹157 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 | 0.4% | -0.32% |
| 6 Month | 3.35% | 8.21% |
| 1 Year | 7.81% | 5.16% |
| 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 | 1.29% | 0.77% |
| 1 Year | 7.03% | 8.48% |
| 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 | 1.86 |
| Mid Cap | - | 57.52 |
| Small Cap | - | 40.62 |
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 |
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