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) | ₹419 Cr | ₹26492 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 | -1.13% | 0.65% |
| 6 Month | 2.85% | 5.23% |
| 1 Year | 1.25% | 7.13% |
| 3 Year | 21.56% | 12.99% |
| 5 Year | - | 14.99% |
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 | 1.93% | 3.63% |
| 1 Year | 16.87% | 16.46% |
| 3 Year | 17.89% | 13.18% |
| 5 Year | - | 13.05% |
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 | 18.18% | 13.34% |
| 3 Year | 24.06% | 13.5% |
| 5 Year | - | 13.16% |
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 | 15.76% | 11.55% |
| Sharp | 0.96% | 0.53% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -0.34% |
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 | 2.66 | 3.33 |
| Mid Cap | 87.06 | 1.34 |
| Large Cap | 8.91 | 95.33 |
| Small Cap | 1.37 | - |
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 | 0.03 | 0.02 |
| Utilities | 3.06 | 2.32 |
| Industrials | 18.14 | 7.24 |
| Financial Services | 24.7 | 36.8 |
| Consumer Cyclical | 13.03 | 10.69 |
| Basic Materials | 9.3 | 6.16 |
| Technology | 10.62 | 10.3 |
| Consumer Defensive | 4.34 | 6.48 |
| Healthcare | 8.44 | 4.32 |
| Real Estate | 3.07 | - |
| Energy | 2.39 | 10.88 |
| Communication Services | 2.86 | 4.79 |
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