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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 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 | Very High |
| 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 | -8.98% | -7.72% |
| 6 Month | -18.95% | -15.87% |
| 1 Year | 2.59% | 1.13% |
| 3 Year | 18.18% | 21.44% |
| 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 | -14.92% | -12.53% |
| 1 Year | -23.16% | -20.59% |
| 3 Year | 18.41% | 15.53% |
| 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 | 0.01812 | -0.21588 |
| Small Cap | 85.01949 | 6.32717 |
| Mid Cap | 14.96241 | 87.73139 |
| Large Cap | - | 6.15735 |
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 | 0.01812 | -0.21588 |
| Utilities | 4.1856 | 2.01216 |
| Technology | 11.64816 | 10.23011 |
| Industrials | 18.6115 | 19.47537 |
| Financial Services | 26.63016 | 20.09425 |
| Basic Materials | 12.86398 | 11.03366 |
| Healthcare | 12.35103 | 10.92869 |
| Energy | 1.33905 | 2.59873 |
| Communication Services | 3.71916 | 3.15482 |
| Consumer Cyclical | 3.4521 | 12.94536 |
| Real Estate | 2.52385 | 3.42755 |
| Consumer Defensive | 2.65731 | 4.31521 |
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