Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹249 Cr	₹5497 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

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	-5.18%	-0.23%
6 Month	15.34%	13.1%
1 Year	-2.07%	-7.28%
3 Year	25.17%	16.2%
5 Year	-	19.55%

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	2.68%	2.34%
1 Year	-0.03%	-1.16%
3 Year	20.92%	15.82%
5 Year	-	15.8%

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	15.2%	8.17%
3 Year	19%	17.14%
5 Year	-	18.97%

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	20.07%	18.14%
Sharp	0.94%	0.64%
Beta	1.00%	1.00%
Alpha	-1.54%	-0.80%

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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.16	2.48
Small Cap	97.35	-
Mid Cap	2.49	9.67
Large Cap	-	87.86

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.16	0.15
Communication Services	1.84	2.33
Technology	11.37	2.04
Industrials	18.02	14.56
Basic Materials	12.71	10
Financial Services	23.22	20.27
Healthcare	13.65	6.34
Energy	2.92	5.09
Utilities	5.35	10.68
Consumer Cyclical	5.51	10.99
Real Estate	2.08	3.65
Consumer Defensive	3.18	13.89