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UTI Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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tortoise-icon UTI Nifty 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 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) ₹308 Cr ₹20351 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 5.14% 0.84%
6 Month -1.8% 0.22%
1 Year 4.13% 6.48%
3 Year 28.1% 17.05%
5 Year - 20.9%

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 11.62% 6.4%
1 Year 10.26% 7.16%
3 Year 23.29% 13.63%
5 Year - 14.29%

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 16.206% 13.113%
Sharp 0.832% 0.35%
Beta - -
Alpha - -

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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 -0.22 0.7
Mid Cap 87.73 1.28
Large Cap 6.16 98.02
Small Cap 6.33 -

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 -0.22 -0.17
Utilities 2.01 2.64
Industrials 19.48 5.45
Financial Services 20.09 36.6
Basic Materials 11.03 6.03
Technology 10.23 13.17
Healthcare 10.93 3.83
Consumer Cyclical 12.95 9.62
Real Estate 3.43 -
Energy 2.6 10.95
Communication Services 3.15 4.25
Consumer Defensive 4.32 7.65

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