- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹308 Cr | ₹4581 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Apr 2021 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | Nifty Next 50 TRI |
| Turn Over | 37% | 49% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Deepesh Agarwal |
| ISIN Code | INF209KB1W41 | INF789FC11T3 |
| Exits Load | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.85% | 2.26% |
| 6 Month | -5.3% | -8.13% |
| 1 Year | 4.69% | -0.65% |
| 3 Year | 20.69% | 14.75% |
| 5 Year | - | 21.64% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.32% | 0.75% |
| 1 Year | -7.1% | -11.38% |
| 3 Year | 20.21% | 18.18% |
| 5 Year | - | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.27% | 10.44% |
| 3 Year | 25.35% | 17.14% |
| 5 Year | - | 17.42% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.206% | 19.657% |
| Sharp | 0.832% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | 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 Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.22 | -0.16 |
| Mid Cap | 87.73 | 11.75 |
| Large Cap | 6.16 | 88.41 |
| Small Cap | 6.33 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.22 | -0.16 |
| Utilities | 2.01 | 12.12 |
| Industrials | 19.48 | 14.31 |
| Financial Services | 20.09 | 23.92 |
| Basic Materials | 11.03 | 10.19 |
| Technology | 10.23 | 2.11 |
| Healthcare | 10.93 | 5.83 |
| Consumer Cyclical | 12.95 | 12.93 |
| Real Estate | 3.43 | 3.53 |
| Energy | 2.6 | 2.08 |
| Communication Services | 3.15 | 2.68 |
| Consumer Defensive | 4.32 | 10.46 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns18.74%
Quant Active Fund-Growth
3Y Returns11.77%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns7.84%
HSBC Focused Fund - Regular Growth
3Y Returns14.04%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns12.04%
Quant Absolute Fund-Growth
3Y Returns11.97%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns21.74%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns16.66%
