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UTI Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
UTI Nifty 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 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹382 Cr | ₹24116 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Apr 2021 | 28 Mar 2000 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
| Turn Over | 37% | 5% |
| Expense Ratio | 1.01 | 0.25 |
| Manager | Pranav Gupta | Deepesh Agarwal |
| ISIN Code | INF209KB1W41 | INF789F01JN2 |
| 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 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.01% | -2.44% |
| 6 Month | 10.18% | 7.61% |
| 1 Year | -1.46% | 0.99% |
| 3 Year | 23.95% | 14.04% |
| 5 Year | - | 18.5% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.89% | 3.42% |
| 1 Year | 9.99% | 6.22% |
| 3 Year | 22.1% | 13.22% |
| 5 Year | - | 13.98% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.72% | 13.21% |
| 3 Year | 23.42% | 13.03% |
| 5 Year | - | 12.99% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.46% | 12.69% |
| Sharp | 1.27% | 0.88% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.92% | -0.35% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 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 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.92 | 3.22 |
| Mid Cap | 90.19 | 1.13 |
| Small Cap | 2.88 | - |
| Large Cap | 5.01 | 95.66 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.17 | 0.22 |
| Utilities | 3.32 | 2.54 |
| Industrials | 19.3 | 5.94 |
| Financial Services | 22.93 | 37.33 |
| Basic Materials | 11.1 | 5.93 |
| Technology | 9.77 | 11.19 |
| Consumer Cyclical | 9.96 | 11.11 |
| Healthcare | 11.31 | 3.59 |
| Real Estate | 3.13 | - |
| Energy | 2.48 | 10.95 |
| Communication Services | 3.18 | 4.73 |
| Consumer Defensive | 3.33 | 6.48 |
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