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) ₹220 Cr ₹1758 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Apr 2021 02 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 1.03 1
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1V83 INF247L01908
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./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 3.78% 1.85%
6 Month 24.57% 22.86%
1 Year 64.36% 50.1%
3 Year 21.22% 27.41%
5 Year - -

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 - -
1 Year 24.39% 21.12%
3 Year 57.06% 55.88%
5 Year 59.03% 109.83%

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 21.71% 32.44%
3 Year 65.85% 81.34%
5 Year 67.24% 119.08%

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 20.93% 14.7%
Sharp 0.64% 1.26%
Beta 1.15% 1.03%
Alpha -8.66% -1.23%

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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 0.06 1.08
Small Cap 87.17 4.99
Mid Cap 12.77 77.04
Large Cap - 1.79

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 0.06 -0.11
Energy 6.13 5.85
Communication 3.05 2.99
Services 10.81 5.84
Financial 27.31 13.17
Chemicals 5.66 5.67
Consumer Staples 3.95 2.03
Healthcare 7.52 7.86
Technology 9.27 4.69
Metals & Mining 4.15 5.95
Capital Goods 8.18 12.09
Consumer Discretionary 7.9 1.35
Textiles 1.27 0.98
Diversified 2.31 0.32
Construction 2.43 4.24
Materials - 4.01
Automobile - 7.41
Insurance - 0.56

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