HSBC NIFTY 50 INDEX FUND vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular 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 Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹285 Cr ₹288 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 TRI
Turn Over 37% 8%
Expense Ratio 1.01 0.45
Manager Pranav Gupta Praveen Ayathan
ISIN Code INF209KB1W41 INF917K01D38
Exits Load 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 HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month -7.4% -1.01%
6 Month -7.94% -3.74%
1 Year 10.5% 9.4%
3 Year 19.83% 11.41%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 10.03% 1.13%
3 Year 27.94% 13.36%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 25.27% 20.18%
3 Year 26.26% 16.26%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 14.71% 12.45%
Sharp 1.27% 0.68%
Beta 1.03% 0.99%
Alpha -1.08% -1.88%

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 Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Name Pranav Gupta Praveen Ayathan
Total AUM ₹10003 Cr ₹3762 Cr
Fund Manage 9 5
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 0.97 -0.02
Mid Cap 76.82 1.3
Large Cap 1.79 98.72
Small Cap 4.99 -

Sector Allocation

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others -0.22 -0.02
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 -
Construction 4.24 4
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.26 1.21
Textiles 0.98 -
Petroleum Products - 8.3
IT - Software - 14.06
Ferrous Metals - 1.89
Consumer Durables - 2.24
Diversified FMCG - 6.19
Non - Ferrous Metals - 0.82
Banks - 30.03
Pharmaceuticals & Biotechnology - 3.51
Cement & Cement Products - 2.08
Automobiles - 7.37
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

Top Comparisons

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns15.83%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.74%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns13.32%

VS

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns11.58%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns6.17%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.41%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.31%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns26.38%

Compare Now
Request call back
Add to Cart Successfully