Motilal Oswal Nifty 500 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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	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 Risk	Very High Risk
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	-6.33%	-3.4%
6 Month	-13.83%	-11.54%
1 Year	3.63%	2.59%
3 Year	19.82%	12.25%
5 Year	-	15.61%

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	-	-
1 Year	-12.25%	-10.16%
3 Year	18.67%	12.05%
5 Year	-	15.63%

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
Fund Manage	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	0.97	0.01
Mid Cap	76.82	19.3
Large Cap	1.79	69.72
Small Cap	4.99	10.95

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	0.01
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	2.99
Metals & Mining	5.95	-
Communication	3	-
Consumer Discretionary	1.35	-
Consumer Staples	2.03	-
Diversified	0.32	0.14
Insurance	0.26	1.54
Textiles	0.98	-
Petroleum Products	-	5.35
Power	-	3.21
Gas	-	0.82
Electrical Equipment	-	1.83
Industrial Products	-	1.99
Finance	-	5.61
Banks	-	19.52
IT - Software	-	10.07
Food Products	-	0.8
Auto Components	-	2.18
Cement & Cement Products	-	2.01
IT - Services	-	0.28
Pharmaceuticals & Biotechnology	-	4.99
Telecom - Equipment & Accessories	-	0.07
Personal Products	-	0.77
Transport Services	-	0.8
Ferrous Metals	-	1.6
Chemicals & Petrochemicals	-	1.43
Consumer Durables	-	3.07
Capital Markets	-	1.82
Fertilizers & Agrochemicals	-	0.65
Healthcare Services	-	1.55
Diversified FMCG	-	3.56
Agricultural Food & other Products	-	0.75
Non - Ferrous Metals	-	0.68
Agricultural, Commercial & Construction Vehicles	-	0.3
Leisure Services	-	1.01
Paper, Forest & Jute Products	-	0.07
Textiles & Apparels	-	0.33
Automobiles	-	4.56
Aerospace & Defense	-	1.13
Industrial Manufacturing	-	0.55
Realty	-	1.44
Telecom - Services	-	2.93
IT - Hardware	-	0.02
Commercial Services & Supplies	-	0.19
Minerals & Mining	-	0.13
Entertainment	-	0.19
Retailing	-	2.85
Beverages	-	0.91
Diversified Metals	-	0.41
Healthcare Equipment & Supplies	-	0.05
Oil	-	0.63
Cigarettes & Tobacco Products	-	0.04
Household Products	-	0.05
Financial Technology (Fintech)	-	0.57
Metals & Minerals Trading	-	0.34
Transport Infrastructure	-	0.72
Consumable Fuels	-	0.47