HDFC Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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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