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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 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) | ₹258 Cr | ₹5953 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 Smallcap 50 TRI | Nifty Next 50 TRI |
| Turn Over | 37% | 49% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Deepesh Agarwal |
| ISIN Code | INF209KB1V83 | INF789FC11T3 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.83% | -1.89% |
| 6 Month | -4.55% | 1.66% |
| 1 Year | -9.59% | -6.01% |
| 3 Year | 22.83% | 16% |
| 5 Year | - | 16.45% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.22% | 0.21% |
| 1 Year | 4.77% | 10.66% |
| 3 Year | 15.56% | 14.63% |
| 5 Year | - | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.71% | 6.6% |
| 3 Year | 19.43% | 17.03% |
| 5 Year | - | 19.29% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 20.35% | 17.85% |
| Sharp | 0.84% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.50% | -0.78% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | 6.02 |
| Small Cap | 97.21 | - |
| Mid Cap | 2.73 | 12.6 |
| Large Cap | - | 81.38 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | 0.06 |
| Communication Services | 1.59 | 2.24 |
| Basic Materials | 10.39 | 12.86 |
| Financial Services | 29.79 | 20.2 |
| Healthcare | 19.5 | 6.26 |
| Real Estate | 1.28 | 3.41 |
| Industrials | 11.04 | 10.62 |
| Technology | 12.9 | 2.45 |
| Energy | 2.46 | 5.63 |
| Consumer Cyclical | 4.59 | 11.44 |
| Utilities | 3.21 | 12.63 |
| Consumer Defensive | 3.19 | 12.21 |
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