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) | ₹1114 Cr | ₹5497 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 | -1.46% | -2.21% |
6 Month | 11.05% | 15.47% |
1 Year | -2.16% | -12.01% |
3 Year | 12.8% | 15.3% |
5 Year | 16.57% | 18.52% |
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 | -0.18% | -0.24% |
1 Year | 3.36% | -1.82% |
3 Year | 10.9% | 15.14% |
5 Year | 12.3% | 15.51% |
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 | 13.87% | 8.17% |
3 Year | 12.26% | 17.14% |
5 Year | 11.98% | 18.97% |
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 | 12.13% | 18.14% |
Sharp | 0.58% | 0.64% |
Beta | 1.00% | 1.00% |
Alpha | -0.56% | -0.80% |
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 | 3.23 | 2.48 |
Large Cap | 95.63 | 87.86 |
Mid Cap | 1.14 | 9.67 |
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 | 0.36 | 0.15 |
Energy | 10.51 | 5.09 |
Technology | 10.41 | 2.04 |
Industrials | 5.91 | 14.56 |
Basic Materials | 6.1 | 10 |
Consumer Defensive | 6.73 | 13.89 |
Financial Services | 37.72 | 20.27 |
Healthcare | 3.77 | 6.34 |
Consumer Cyclical | 11.28 | 10.99 |
Communication Services | 4.63 | 2.33 |
Utilities | 2.58 | 10.68 |
Real Estate | - | 3.65 |
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