Motilal Oswal Nifty 500 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹308 Cr | ₹2040 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 10 Sep 2019 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 500 TRI |
Turn Over | 37% | 10% |
Expense Ratio | 1.01 | 0.88 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1W41 | INF247L01940 |
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 | Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
1 Month | 7.61% | 7.32% |
6 Month | -14.76% | -12.89% |
1 Year | 7.07% | 5.22% |
3 Year | 20.14% | 13.21% |
5 Year | - | 24.56% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
6 Month | -4.45% | -2.57% |
1 Year | -11.17% | -7.8% |
3 Year | 19.5% | 13.35% |
5 Year | - | 15.7% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
1 Year | 25.27% | 20.17% |
3 Year | 25.35% | 18.05% |
5 Year | - | 18.26% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 16.206% | 13.77% |
Sharp | 0.832% | 0.51% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Name | Pranav Gupta | Swapnil P Mayekar |
Total AUM | ₹10003 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | -0.22 | 0.79 |
Mid Cap | 87.73 | 17.44 |
Large Cap | 6.16 | 71.39 |
Small Cap | 6.33 | 2.87 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | -0.22 | 0.27 |
Utilities | 2.01 | 3.34 |
Industrials | 19.48 | 8.24 |
Financial Services | 20.09 | 29.41 |
Basic Materials | 11.03 | 7.08 |
Technology | 10.23 | 10.23 |
Healthcare | 10.93 | 5.57 |
Consumer Cyclical | 12.95 | 9.76 |
Real Estate | 3.43 | 1.1 |
Energy | 2.6 | 7.37 |
Communication Services | 3.15 | 3.37 |
Consumer Defensive | 4.32 | 6.77 |
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