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

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Overview

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund	HDFC Index Fund-NIFTY 50 Plan - 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)	₹16593 Cr	₹223 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 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	Exit load of 0.25% if redeemed within 3 days/365	Exit load of 0.25%, if redeemed within 15 days./365

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month	1.06%	1.84%
6 Month	14.81%	22.79%
1 Year	30.71%	50.55%
3 Year	15.29%	27.58%
5 Year	18.52%	-

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month	-	-
1 Year	11.36%	21.41%
3 Year	27.59%	56.4%
5 Year	56.72%	60.64%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year	19.05%	24.1%
3 Year	45.25%	67.16%
5 Year	62.66%	68.61%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - 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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Scheme Name	HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.39	0.97
Large Cap	99.61	1.79
Mid Cap	-	76.82
Small Cap	-	4.99

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.39	-0.22
Petroleum Products	10.5	-
IT - Software	12.46	-
Construction	3.89	4.24
Ferrous Metals	2.18	-
Consumer Durables	2.56	-
Diversified FMCG	5.76	-
Non - Ferrous Metals	0.95	-
Banks	29.67	-
Pharmaceuticals & Biotechnology	3.55	-
Cement & Cement Products	2.18	-
Automobiles	8.02	-
Insurance	1.22	0.26
Agricultural Food & other Products	0.65	-
Oil	1	-
Food Products	1.46	-
Finance	3.43	-
Telecom - Services	3.63	-
Metals & Minerals Trading	0.78	-
Healthcare Services	0.58	-
Consumable Fuels	1.01	-
Power	3.11	-
Transport Infrastructure	1.02	-
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