HSBC NIFTY 50 INDEX FUND vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹308 Cr | ₹293 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 | -3.9% | -2.45% |
6 Month | -17.18% | -9.56% |
1 Year | 0.59% | 1.47% |
3 Year | 19.18% | 11.32% |
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 | -12.53% | -6.5% |
1 Year | -22.74% | -10.58% |
3 Year | 14.51% | 8.92% |
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% | 19.31% |
3 Year | 25.35% | 15.84% |
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 | 16.206% | 13.095% |
Sharp | 0.832% | 0.338% |
Beta | - | - |
Alpha | - | - |
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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 | -0.21588 | 0.9064 |
Mid Cap | 87.73139 | 1.27282 |
Large Cap | 6.15735 | 97.82079 |
Small Cap | 6.32717 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.21588 | 0.04622 |
Utilities | 2.01216 | 2.74699 |
Industrials | 19.47537 | 5.73588 |
Financial Services | 20.09425 | 34.33329 |
Basic Materials | 11.03366 | 5.84222 |
Technology | 10.23011 | 13.9657 |
Healthcare | 10.92869 | 3.90888 |
Consumer Cyclical | 12.94536 | 10.31938 |
Real Estate | 3.42755 | - |
Energy | 2.59873 | 10.96649 |
Communication Services | 3.15482 | 4.1308 |
Consumer Defensive | 4.31521 | 8.00416 |
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