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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - 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 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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