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) | ₹1247 Cr | ₹5953 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 | 0.66% | -1.89% |
| 6 Month | 5.15% | 1.66% |
| 1 Year | 6.93% | -6.01% |
| 3 Year | 12.77% | 16% |
| 5 Year | 14.66% | 16.45% |
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 | 3.6% | 0.21% |
| 1 Year | 16.28% | 10.66% |
| 3 Year | 12.99% | 14.63% |
| 5 Year | 12.81% | 14.63% |
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 | 12.46% | 17.85% |
| Sharp | 0.67% | 0.58% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.98% | -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 | 3.72 | 6.02 |
| Large Cap | 94.9 | 81.38 |
| Mid Cap | 1.38 | 12.6 |
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 | 0.48 | 0.06 |
| Energy | 10.66 | 5.63 |
| Technology | 9.9 | 2.45 |
| Industrials | 7.25 | 10.62 |
| Basic Materials | 6.38 | 12.86 |
| Healthcare | 4.22 | 6.26 |
| Consumer Defensive | 6.7 | 12.21 |
| Financial Services | 36.33 | 20.2 |
| Consumer Cyclical | 10.86 | 11.44 |
| Communication Services | 4.74 | 2.24 |
| Utilities | 2.46 | 12.63 |
| Real Estate | - | 3.41 |
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