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

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth 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) ₹220 Cr ₹223 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Apr 2021 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Midcap 150 TRI
Turn Over 37% 37%
Expense Ratio 1.03 1.01
Manager Pranav Gupta Pranav Gupta
ISIN Code INF209KB1V83 INF209KB1W41
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 3.78% 1.84%
6 Month 24.57% 22.79%
1 Year 64.36% 50.55%
3 Year 21.22% 27.58%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month - -
1 Year 24.39% 21.41%
3 Year 57.06% 56.4%
5 Year 59.03% 60.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 21.71% 24.1%
3 Year 65.85% 67.16%
5 Year 67.24% 68.61%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 20.93% 14.71%
Sharp 0.64% 1.27%
Beta 1.15% 1.03%
Alpha -8.66% -1.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth 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 Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

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

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

Others 0.06 0.97
Small Cap 87.17 4.99
Mid Cap 12.77 76.82
Large Cap - 1.79

Sector Allocation

Scheme Name

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

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

Others 0.06 -0.22
Energy 6.13 5.86
Communication 3.05 3
Services 10.81 5.84
Financial 27.31 13.19
Chemicals 5.66 5.68
Consumer Staples 3.95 2.03
Healthcare 7.52 7.88
Technology 9.27 4.69
Metals & Mining 4.15 5.95
Capital Goods 8.18 12.1
Consumer Discretionary 7.9 1.35
Textiles 1.27 0.98
Diversified 2.31 0.32
Construction 2.43 4.24
Materials - 4.01
Automobile - 7.41
Insurance - 0.26

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.6%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns5.86%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns21.18%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns13.14%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.54%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.25%

Compare Now
Request call back
Add to Cart Successfully