Motilal Oswal Nifty Smallcap 250 Index 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 Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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 Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹223 Cr ₹735 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 05 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY SMALLCAP 250 TRI
Turn Over 37% 60%
Expense Ratio 1.01 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1W41 INF247L01924
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 1.84% 3.04%
6 Month 22.79% 21.77%
1 Year 50.55% 55.53%
3 Year 27.58% 27.16%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 21.41% 21.34%
3 Year 56.4% 55.87%
5 Year 60.64% 116.92%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 24.1% 36.03%
3 Year 67.16% 85.43%
5 Year 68.61% 127.51%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 14.71% 17.99%
Sharp 1.27% 1.01%
Beta 1.03% 1.01%
Alpha -1.08% -1.31%

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 Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.97 -0.06
Mid Cap 76.82 12.47
Large Cap 1.79 0.28
Small Cap 4.99 87.34

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others -0.22 -0.25
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 5.44
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 0.74
Insurance 0.26 -
Textiles 0.98 -
Agricultural Food & other Products - 1.15
Gas - 1.61
Food Products - 0.58
Auto Components - 5.49
IT - Services - 1.29
Cement & Cement Products - 1.11
Telecom - Equipment & Accessories - 0.98
Transport Services - 1.19
Chemicals & Petrochemicals - 4.55
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Finance - 8.34
Banks - 5.04
Pharmaceuticals & Biotechnology - 6.26
Healthcare Services - 2.81
Consumer Durables - 5.95
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Electrical Equipment - 2.72
Industrial Manufacturing - 4.03
Leisure Services - 2.68
Ferrous Metals - 0.64
IT - Software - 3.63
Telecom - Services - 1.29
Aerospace & Defense - 1.06
Personal Products - 0.58
Petroleum Products - 1.03
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Non - Ferrous Metals - 1.54
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Automobiles - 0.41
Household Products - 0.51
Power - 1
Transport Infrastructure - 0.32
Retailing - 0.94
Realty - 2.06
Beverages - 0.79

Top Comparisons

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.57%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns29.12%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns26.31%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.32%

VS

Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

3Y Returns15.19%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully