LIC MF Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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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 LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹223 Cr ₹316 Cr ₹316 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 01 Apr 2021 28 Nov 2002 28 Nov 2002
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 TRI NIFTY 50 TRI
Turn Over 37% % 40%
Expense Ratio 1.01 1.01 1.01
Manager Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF209KB1W41 INF767K01162 INF767K01162
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Month 1.84% 5.01% 5.01%
6 Month 22.79% 15.55% 15.55%
1 Year 50.55% 26.45% 26.45%
3 Year 27.58% 13.68% 13.68%
5 Year - 17.98% 17.98%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
6 Month - - -
1 Year 21.41% 10.98% 10.98%
3 Year 56.4% 26.24% 26.24%
5 Year 60.64% 53.73% 53.73%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Year 24.1% 18.31% 18.31%
3 Year 67.16% 43.06% 43.06%
5 Year 68.61% 59.5% 59.5%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Standard Deviation 14.71% 12.45% 12.45%
Sharp 1.27% 0.64% 0.64%
Beta 1.03% 0.99% 0.99%
Alpha -1.08% -2.33% -2.33%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Name Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹10003 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 9 6 6
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Market Cap

Scheme Name

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

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others 0.97 1.33 1.33
Mid Cap 76.82 0.66 0.66
Large Cap 1.79 97.98 97.98
Small Cap 4.99 - -

Sector Allocation

Scheme Name

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

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.22 0.49 0.49
Energy 5.86 14.48 14.48
Materials 4.01 4.42 4.42
Services 5.84 1.96 1.96
Financial 13.19 32.76 32.76
Technology 4.69 11.97 11.97
Healthcare 7.88 4.19 4.19
Capital Goods 12.1 - -
Automobile 7.41 7.99 7.99
Chemicals 5.68 - -
Construction 4.24 4.36 4.36
Metals & Mining 5.95 3.24 3.24
Communication 3 3.58 3.58
Consumer Discretionary 1.35 1.35 1.35
Consumer Staples 2.03 7.98 7.98
Diversified 0.32 - -
Insurance 0.26 1.2 1.2
Textiles 0.98 - -

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