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HDFC Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund HDFC Nifty 50 Index Fund - Growth Plan 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) ₹18383 Cr ₹308 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 18 Jul 2002 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 8.28% 37%
Expense Ratio 0.36 1.01
Manager Arun Agarwal Pranav Gupta
ISIN Code INF179K01KZ8 INF209KB1W41
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 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 HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month -3.91% -7.1%
6 Month -10.13% -17.73%
1 Year 0.64% -0.31%
3 Year 11.43% 19.23%
5 Year 17.26% -

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month -6.5% -12.53%
1 Year -10.54% -22.74%
3 Year 8.99% 14.51%
5 Year 12.53% -

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 14.46% 25.27%
3 Year 12.72% 25.35%
5 Year 12.47% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 13.108% 16.206%
Sharp 0.344% 0.832%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name Arun Agarwal Pranav Gupta
Total AUM ₹110478 Cr ₹10003 Cr
Fund Manage 14 9
HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 0.9096 -0.21588
Large Cap 97.8175 6.15735
Mid Cap 1.27289 87.73139
Small Cap - 6.32717

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Others 0.04645 -0.21588
Energy 10.96598 2.59873
Technology 13.9652 10.23011
Industrials 5.73559 19.47537
Basic Materials 5.84227 11.03366
Consumer Defensive 8.00392 4.31521
Financial Services 34.33186 20.09425
Healthcare 3.90887 10.92869
Consumer Cyclical 10.32235 12.94536
Communication Services 4.13063 3.15482
Utilities 2.74687 2.01216
Real Estate - 3.42755

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