Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹209 Cr | ₹1982 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 Smallcap 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 37% | 50% |
Expense Ratio | 1.01 | 1 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1V83 | INF247L01908 |
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 | Motilal Oswal Nifty Midcap 150 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 Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | -8.98% | -7.72% |
6 Month | -18.95% | -15.83% |
1 Year | 2.59% | 1.25% |
3 Year | 18.18% | 21.36% |
5 Year | - | 24.2% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | -14.92% | -12.49% |
1 Year | -23.16% | -20.48% |
3 Year | 18.41% | 15.43% |
5 Year | - | 20.6% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 25.63% | 29.32% |
3 Year | 18.9% | 26.61% |
5 Year | - | 27.4% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 21.74% | 16.194% |
Sharp | 0.475% | 0.828% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Name | Pranav Gupta | Swapnil P Mayekar |
Total AUM | ₹10003 Cr | ₹9006 Cr |
Fund Manage | 9 | 9 |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.01812 | 0.32639 |
Small Cap | 85.01949 | 6.13678 |
Mid Cap | 14.96241 | 87.61472 |
Large Cap | - | 5.9221 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.01812 | 0.32639 |
Utilities | 4.1856 | 1.95661 |
Technology | 11.64816 | 9.95769 |
Industrials | 18.6115 | 18.49898 |
Financial Services | 26.63016 | 20.17097 |
Basic Materials | 12.86398 | 11.21754 |
Healthcare | 12.35103 | 11.46448 |
Energy | 1.33905 | 2.42708 |
Communication Services | 3.71916 | 3.12623 |
Consumer Cyclical | 3.4521 | 13.23127 |
Real Estate | 2.52385 | 3.27606 |
Consumer Defensive | 2.65731 | 4.34669 |
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