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) | ₹1066 Cr | ₹5288 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 | 3.2% | 2.56% |
6 Month | 5.73% | -0.54% |
1 Year | 6.23% | -4.26% |
3 Year | 17.98% | 22.85% |
5 Year | 19.84% | 21.38% |
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 | 9.49% | 10.09% |
1 Year | 14.22% | 3.77% |
3 Year | 16.02% | 20.45% |
5 Year | 15.49% | 18.68% |
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 | 14.05% | 9.04% |
3 Year | 12.17% | 16.9% |
5 Year | 11.93% | 17.76% |
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 | 13.12% | 19.53% |
Sharp | 0.63% | 0.68% |
Beta | 1.00% | 1.00% |
Alpha | -0.58% | -0.80% |
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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 | 1.09 | 3.22 |
Large Cap | 97.81 | 87.08 |
Mid Cap | 1.1 | 9.7 |
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 | 0.29 | 0.85 |
Energy | 10.79 | 4.91 |
Technology | 11.23 | 2 |
Industrials | 6.01 | 14.62 |
Basic Materials | 5.78 | 10.02 |
Consumer Defensive | 6.73 | 13.69 |
Financial Services | 37.49 | 20.72 |
Healthcare | 3.64 | 6 |
Consumer Cyclical | 11.02 | 10.29 |
Communication Services | 4.43 | 2.37 |
Utilities | 2.58 | 10.63 |
Real Estate | - | 3.89 |
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