Aditya Birla Sun Life Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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) | ₹965 Cr | ₹308 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 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 | 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 | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
---|---|---|
1 Month | -4.25% | -7.72% |
6 Month | -9.12% | -15.87% |
1 Year | 0.97% | 1.13% |
3 Year | 13.08% | 21.44% |
5 Year | 16.03% | - |
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 | -6.52% | -12.53% |
1 Year | -9.96% | -20.59% |
3 Year | 9.05% | 15.53% |
5 Year | 12.57% | - |
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 | 14.38% | 25.27% |
3 Year | 12.19% | 25.35% |
5 Year | 11.87% | - |
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 | 12.714% | 16.206% |
Sharp | 0.422% | 0.832% |
Beta | - | - |
Alpha | - | - |
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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 | 0.97883 | -0.21588 |
Large Cap | 97.74916 | 6.15735 |
Mid Cap | 1.27199 | 87.73139 |
Small Cap | - | 6.32717 |
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 | 0.11628 | -0.21588 |
Energy | 10.95833 | 2.59873 |
Technology | 13.95542 | 10.23011 |
Industrials | 5.73157 | 19.47537 |
Basic Materials | 5.83817 | 11.03366 |
Consumer Defensive | 7.9982 | 4.31521 |
Financial Services | 34.30795 | 20.09425 |
Healthcare | 3.90611 | 10.92869 |
Consumer Cyclical | 10.31523 | 12.94536 |
Communication Services | 4.12775 | 3.15482 |
Utilities | 2.74497 | 2.01216 |
Real Estate | - | 3.42755 |
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