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) ₹18105 Cr ₹285 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 -1.02% -7.4%
6 Month -3.71% -7.94%
1 Year 9.51% 10.5%
3 Year 11.49% 19.83%
5 Year 15.37% -

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 - -
1 Year 1.2% 10.03%
3 Year 13.44% 27.94%
5 Year 15.84% -

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 14.52% 25.27%
3 Year 12.79% 26.26%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 12.46% 14.71%
Sharp 0.68% 1.27%
Beta 0.99% 1.03%
Alpha -1.8% -1.08%

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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 -0.06 0.97
Large Cap 98.76 1.79
Mid Cap 1.3 76.82
Small Cap - 4.99

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others -0.06 -0.22
Petroleum Products 8.3 -
IT - Software 14.06 -
Construction 4 4.24
Ferrous Metals 1.9 -
Consumer Durables 2.24 -
Diversified FMCG 6.19 -
Non - Ferrous Metals 0.83 -
Banks 30.03 -
Pharmaceuticals & Biotechnology 3.51 -
Cement & Cement Products 2.09 -
Automobiles 7.38 -
Insurance 1.21 0.26
Agricultural Food & other Products 0.56 -
Oil 0.87 -
Food Products 1.26 -
Aerospace & Defense 0.99 -
Finance 3.37 -
Telecom - Services 4.01 -
Metals & Minerals Trading 0.59 -
Healthcare Services 0.7 -
Consumable Fuels 0.82 -
Power 2.81 -
Transport Infrastructure 0.85 -
Retailing 1.49 -
Energy - 5.86
Materials - 4.01
Services - 5.84
Financial - 13.19
Technology - 4.69
Healthcare - 7.88
Capital Goods - 12.1
Automobile - 7.41
Chemicals - 5.68
Metals & Mining - 5.95
Communication - 3
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

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