Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 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 Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹285 Cr ₹130 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Next 50 TRI
Turn Over 37% 54%
Expense Ratio 1.01 0.8
Manager Pranav Gupta Praveen Ayathan
ISIN Code INF209KB1W41 INF917K01D95
Exits Load 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 HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month -5.34% -7.78%
6 Month -4.46% -11.32%
1 Year 12.76% 15.39%
3 Year 19.71% 14.2%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 3.26% -4.58%
3 Year 25.03% 20.26%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 25.27% 22.34%
3 Year 26.26% 19.05%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 14.71% 16.7%
Sharp 1.27% 0.92%
Beta 1.03% 1.15%
Alpha -1.08% 3.38%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Pranav Gupta Praveen Ayathan
Total AUM ₹10003 Cr ₹3762 Cr
Fund Manage 9 5
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.97 0.1
Mid Cap 76.82 8.5
Large Cap 1.79 91.4
Small Cap 4.99 -

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.22 0.1
Energy 5.86 -
Materials 4.01 -
Services 5.84 -
Financial 13.19 -
Technology 4.69 -
Healthcare 7.88 -
Capital Goods 12.1 -
Automobile 7.41 -
Chemicals 5.68 -
Construction 4.24 -
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.26 4.06
Textiles 0.98 -
Electrical Equipment - 7.31
Pharmaceuticals & Biotechnology - 7.06
Personal Products - 4.13
Finance - 12.3
Banks - 6.19
Aerospace & Defense - 4.51
Cement & Cement Products - 3.56
Power - 6.03
Gas - 3.14
Consumer Durables - 2.3
Retailing - 6.25
Beverages - 3.32
Diversified Metals - 4.08
IT - Software - 3.02
Petroleum Products - 2.75
Realty - 3.23
Chemicals & Petrochemicals - 2.49
Auto Components - 4.01
Leisure Services - 1.3
Automobiles - 3.03
Transport Services - 4.01
Ferrous Metals - 1.82

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