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) | ₹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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.15%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.33%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns28.03%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns26.3%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns28.81%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns20.91%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns33.91%
Invesco India Infrastructure Fund - Growth Option
3Y Returns30.82%