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

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

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 Next 50 Index Fund - Regular plan - Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹220 Cr ₹266 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Apr 2021 05 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Next 50 TRI
Turn Over 37% 50%
Expense Ratio 1.03 1.03
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1V83 INF247L01AD9
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 Next 50 Index Fund - Regular plan - Growth
1 Month 3.78% 2.34%
6 Month 24.57% 28.31%
1 Year 64.36% 68.54%
3 Year 21.22% 22.64%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 24.39% 32.64%
3 Year 57.06% 56.37%
5 Year 59.03% 83.93%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 21.71% 26.3%
3 Year 65.85% 62.02%
5 Year 67.24% 89.14%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 20.93% 16.73%
Sharp 0.64% 0.91%
Beta 1.15% 1.15%
Alpha -8.66% 3.32%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
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 Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

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

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.06 2.12
Small Cap 87.17 -
Mid Cap 12.77 9.77
Large Cap - 88.14

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.06 0.16
Energy 6.13 11.26
Communication 3.05 -
Services 10.81 14.11
Financial 27.31 19.27
Chemicals 5.66 2.24
Consumer Staples 3.95 9.9
Healthcare 7.52 2.47
Technology 9.27 -
Metals & Mining 4.15 4.85
Capital Goods 8.18 18.47
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 1.59
Construction 2.43 2.6
Materials - 4.13
Insurance - 3.42
Automobile - 5.56

Top Comparisons

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.39%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns10.96%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns19.22%

Compare Now

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns4.98%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.29%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns23.54%

Compare Now
Request call back
Add to Cart Successfully