Aditya Birla Sun Life Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan 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) ₹931 Cr ₹223 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2002 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 16% 37%
Expense Ratio 0.47 1.01
Manager Pranav Gupta Pranav Gupta
ISIN Code INF209K01LB2 INF209KB1W41
Exits Load Nil/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month -3.2% -5.6%
6 Month 10.02% 12.46%
1 Year 25.04% 36.53%
3 Year 10.71% 20.04%
5 Year 15.69% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month - -
1 Year 13.02% 19.24%
3 Year 16.26% 29.38%
5 Year 17.38% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 14.44% 25.27%
3 Year 12.22% 26.26%
5 Year 11.81% -

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 12.46% 14.71%
Sharp 0.67% 1.27%
Beta 0.99% 1.03%
Alpha -1.98% -1.08%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name Pranav Gupta Pranav Gupta
Total AUM ₹10003 Cr ₹10003 Cr
Fund Manage 9 9
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 1.08 0.97
Large Cap 98.22 1.79
Mid Cap 0.67 76.82
Small Cap - 4.99

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 0.24 -0.22
Energy 14.49 5.86
Technology 12.03 4.69
Construction 4.36 4.24
Metals & Mining 3.23 5.95
Materials 4.45 4.01
Consumer Staples 8.01 2.03
Financial 32.81 13.19
Healthcare 4.19 7.88
Automobile 8.04 7.41
Insurance 1.21 0.26
Consumer Discretionary 1.36 1.35
Communication 3.59 3
Services 1.96 5.84
Capital Goods - 12.1
Chemicals - 5.68
Diversified - 0.32
Textiles - 0.98

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