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) | ₹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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