Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal 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 Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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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 Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹931 Cr ₹1758 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Sep 2002 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 Total Return Index
Turn Over 16% 50%
Expense Ratio 0.47 1
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209K01LB2 INF247L01908
Exits Load Nil/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month -3.2% -5.63%
6 Month 10.02% 12.53%
1 Year 25.04% 36.08%
3 Year 10.71% 19.89%
5 Year 15.69% 27.12%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 13.02% 19.07%
3 Year 16.26% 29.2%
5 Year 17.38% 29.28%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 14.44% 30.5%
3 Year 12.22% 26.95%
5 Year 11.81% 29.91%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 12.46% 14.7%
Sharp 0.67% 1.26%
Beta 0.99% 1.03%
Alpha -1.98% -1.23%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Fund Manage 9 9
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 1.08 1.08
Large Cap 98.22 1.79
Mid Cap 0.67 77.04
Small Cap - 4.99

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.24 -0.11
Energy 14.49 5.85
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 13.17
Healthcare 4.19 7.86
Automobile 8.04 7.41
Insurance 1.21 0.56
Consumer Discretionary 1.36 1.35
Communication 3.59 2.99
Services 1.96 5.84
Capital Goods - 12.09
Chemicals - 5.67
Diversified - 0.32
Textiles - 0.98

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