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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - 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 Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹308 Cr ₹796 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Smallcap 250 TRI
Turn Over 37% 60%
Expense Ratio 1.01 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1W41 INF247L01924
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 Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth charges 1.0% 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 Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month -6.33% -10.92%
6 Month -13.83% -18.44%
1 Year 3.63% -2.7%
3 Year 19.82% 16.79%
5 Year - 22.41%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year -12.25% -20.18%
3 Year 18.67% 16.11%
5 Year - 22.41%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 25.27% 32.79%
3 Year 25.35% 26.54%
5 Year - 29.13%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 16.206% 19.328%
Sharp 0.832% 0.577%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Fund Manage 9 9
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.97 -0.06
Mid Cap 76.82 8.84
Large Cap 1.79 -
Small Cap 4.99 91.18

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others -0.22 -0.06
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 4.73
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 0.51
Insurance 0.26 0.33
Textiles 0.98 -
Gas - 1.42
Food Products - 0.72
Auto Components - 3.74
IT - Services - 1.36
Telecom - Equipment & Accessories - 0.66
Transport Services - 1.01
Chemicals & Petrochemicals - 5.12
Capital Markets - 10.59
Fertilizers & Agrochemicals - 1.51
Agricultural Food & other Products - 1.03
Banks - 3.18
Finance - 6.93
Pharmaceuticals & Biotechnology - 8.68
Healthcare Services - 3.37
Consumer Durables - 6.67
Paper, Forest & Jute Products - 0.67
Textiles & Apparels - 1.14
Electrical Equipment - 3.23
Industrial Manufacturing - 3.38
Leisure Services - 2.81
IT - Software - 3.57
Telecom - Services - 1.01
Aerospace & Defense - 0.61
Personal Products - 0.58
Ferrous Metals - 0.25
IT - Hardware - 0.22
Cement & Cement Products - 1.48
Commercial Services & Supplies - 1.86
Minerals & Mining - 0.14
Non - Ferrous Metals - 1.38
Industrial Products - 5.94
Petroleum Products - 0.64
Entertainment - 1.46
Healthcare Equipment & Supplies - 0.51
Realty - 2.44
Agricultural, Commercial & Construction Vehicles - 0.72
Cigarettes & Tobacco Products - 0.36
Automobiles - 0.3
Household Products - 0.47
Power - 1.03
Transport Infrastructure - 0.25
Retailing - 0.97
Beverages - 1.04

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