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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹209 Cr | ₹308 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 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 | 1.01 | 1.01 |
| Manager | Pranav Gupta | Pranav Gupta |
| ISIN Code | INF209KB1V83 | INF209KB1W41 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./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 Smallcap 50 Index Fund-Regular Growth | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -9.57% | -6.33% |
| 6 Month | -16.55% | -13.83% |
| 1 Year | 0.78% | 3.63% |
| 3 Year | 16.87% | 19.82% |
| 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 | -19.24% | -15.47% |
| 3 Year | 18.55% | 17.1% |
| 5 Year | - | - |
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 | 25.63% | 25.27% |
| 3 Year | 18.9% | 25.35% |
| 5 Year | - | - |
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 | 21.74% | 16.206% |
| Sharp | 0.475% | 0.832% |
| Beta | - | - |
| Alpha | - | - |
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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 |
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