Nippon India Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Fund Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1800 Cr ₹223 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2010 01 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 6% 37%
Expense Ratio 0.59 1.01
Manager Himanshu Mange Pranav Gupta
ISIN Code INF204K01IE3 INF209KB1W41
Exits Load Exit load of 0.25% if redeemed within 7 days/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Month 1.05% 1.84%
6 Month 14.66% 22.79%
1 Year 30.4% 50.55%
3 Year 14.86% 27.58%
5 Year 17.91% -

SIP Return Analysis

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
6 Month - -
1 Year 11.22% 21.41%
3 Year 26.99% 56.4%
5 Year 54.73% 60.64%

Rolling Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
1 Year 11.66% 24.63%
3 Year 12.59% 26.33%
5 Year 11.97% -

Risk Management

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Standard Deviation 12.46% 14.71%
Sharp 0.65% 1.27%
Beta 0.99% 1.03%
Alpha -2.22% -1.08%

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Fund Managers

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Name Himanshu Mange Pranav Gupta
Total AUM ₹0 Cr ₹10003 Cr
Fund Manage 10 9
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Market Cap

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Others 1.16 0.97
Large Cap 98.17 1.79
Mid Cap 0.67 76.82
Small Cap - 4.99

Sector Allocation

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Others 0.32 -0.22
Energy 14.49 5.86
Technology 12.02 4.69
Construction 4.36 4.24
Metals & Mining 3.23 5.95
Materials 4.43 4.01
Consumer Staples 8.01 2.03
Financial 32.8 13.19
Healthcare 4.19 7.88
Automobile 8.03 7.41
Insurance 1.21 0.26
Consumer Discretionary 1.36 1.35
Communication 3.59 3
Services 1.96 5.84
Capital Goods - 12.1
Chemicals - 5.68
Diversified - 0.32
Textiles - 0.98

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