Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Link copied to clipboard!

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

Invest Now

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 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 Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹223 Cr ₹90 Cr ₹90 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 01 Apr 2021 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty Next 50 TRI Nifty Next 50 TRI
Turn Over 37% 47% %
Expense Ratio 1.01 0.9 0.9
Manager Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF209KB1W41 INF397L01174 INF397L01174
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 /365 /365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 1.84% 2.29% 2.29%
6 Month 22.79% 28.31% 28.31%
1 Year 50.55% 68.38% 68.38%
3 Year 27.58% 22.75% 22.75%
5 Year - 23.13% 23.13%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year 21.41% 32.61% 32.61%
3 Year 56.4% 56.36% 56.36%
5 Year 60.64% 90.57% 90.57%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 24.1% 24.09% 24.09%
3 Year 67.16% 61.53% 61.53%
5 Year 68.61% 96.33% 96.33%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 14.71% 16.66% 16.66%
Sharp 1.27% 0.93% 0.93%
Beta 1.03% 1.14% 1.14%
Alpha -1.08% 3.51% 3.51%

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 Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹10003 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 9 6 6
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

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

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Mid Cap 76.82 10.08 9.74
Small Cap 4.99 - -
Others 0.97 0.47 2.58
Large Cap 1.79 89.47 87.69

Sector Allocation

Scheme Name

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

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Capital Goods 12.1 15.66 18.4
Services 5.84 14.69 14.04
Financial 13.19 19.92 19.14
Automobile 7.41 5.33 5.5
Healthcare 7.88 2.47 2.46
Technology 4.69 - -
Energy 5.86 11.68 11.21
Materials 4.01 4.3 4.1
Construction 4.24 2.93 2.6
Communication 3 - -
Consumer Discretionary 1.35 - -
Metals & Mining 5.95 4.48 4.84
Chemicals 5.68 2.38 2.24
Textiles 0.98 - -
Consumer Staples 2.03 10 9.84
Diversified 0.32 1.95 1.59
Insurance 0.26 3.76 3.42
Others -0.22 0.47 0.63

Top Comparisons

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.69%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns15.83%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

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

3Y Returns21.22%

Compare Now

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns24.37%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns24.51%

Compare Now
Request call back
Add to Cart Successfully