Aditya Birla Sun Life Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1121 Cr | ₹5482 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 | 0.98% | 0.69% |
6 Month | 9.21% | 9.25% |
1 Year | 1.84% | -8.65% |
3 Year | 14.45% | 18.62% |
5 Year | 17.38% | 20.71% |
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 | 1.55% | 2.35% |
1 Year | 11.34% | 10.55% |
3 Year | 12.25% | 16.62% |
5 Year | 12.61% | 15.91% |
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 | 13.72% | 7.7% |
3 Year | 12.31% | 16.95% |
5 Year | 12.01% | 19.26% |
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 | 11.77% | 17.79% |
Sharp | 0.59% | 0.60% |
Beta | 1.00% | 1.00% |
Alpha | -0.55% | -0.79% |
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 | 3.16 | 2.54 |
Large Cap | 95.71 | 87.78 |
Mid Cap | 1.13 | 9.68 |
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 | 0.33 | 0.22 |
Energy | 10.39 | 4.87 |
Technology | 10.48 | 2.09 |
Industrials | 5.87 | 14.49 |
Basic Materials | 6.28 | 10.09 |
Consumer Defensive | 6.93 | 14.23 |
Financial Services | 36.7 | 19.58 |
Healthcare | 3.74 | 6.14 |
Consumer Cyclical | 12.13 | 11.89 |
Communication Services | 4.64 | 2.32 |
Utilities | 2.52 | 10.5 |
Real Estate | - | 3.56 |
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