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Aditya Birla Sun Life Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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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 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1213 Cr ₹5941 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Sep 2002 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 16% 49%
Expense Ratio 0.47 0.8
Manager Pranav Gupta Deepesh Agarwal
ISIN Code INF209K01LB2 INF789FC11T3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 2.34% -2.1%
6 Month 6.31% 2.56%
1 Year 6.81% -4.96%
3 Year 12.56% 16.08%
5 Year 15.22% 16.87%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 4.58% 1.04%
1 Year 17.83% 10.21%
3 Year 13.44% 14.83%
5 Year 13.13% 14.79%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 13.6% 6.6%
3 Year 12.41% 17.03%
5 Year 12.05% 19.29%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 11.55% 17.85%
Sharp 0.52% 0.58%
Beta 1.00% 1.00%
Alpha -0.54% -0.78%

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Pranav Gupta Deepesh Agarwal
Total AUM ₹10003 Cr ₹35015 Cr
Funds Managed 9 9
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.02 6.22
Large Cap 99.98 81.28
Mid Cap - 12.5

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.02 0.06
Petroleum Products 8.53 -
IT - Software 9.91 -
Construction 4.01 -
Ferrous Metals 2.24 -
Consumer Durables 2.27 -
Healthcare Services 1.38 -
Diversified FMCG 5.28 -
Non - Ferrous Metals 1.04 -
Banks 29.81 -
Pharmaceuticals & Biotechnology 2.85 -
Cement & Cement Products 2.14 -
Automobiles 7.27 -
Insurance 1.41 -
Agricultural Food & other Products 0.64 -
Oil 0.84 -
Food Products 0.77 -
Aerospace & Defense 1.29 -
Finance 5.1 -
Telecom - Services 4.74 -
Metals & Minerals Trading 0.55 -
Consumable Fuels 0.75 -
Transport Services 1.04 -
Power 2.46 -
Transport Infrastructure 0.91 -
Retailing 2.75 -
Industrials - 10.82
Healthcare - 6.3
Financial Services - 20.16
Energy - 5.62
Consumer Cyclical - 11.2
Basic Materials - 12.69
Consumer Defensive - 12.03
Utilities - 13.06
Technology - 2.26
Real Estate - 3.52
Communication Services - 2.29

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