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 | 9.39% | 7.66% |
6 Month | 1.43% | 4.48% |
1 Year | 9.47% | 12.03% |
3 Year | 25.72% | 16.82% |
5 Year | - | 22.21% |
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 | 0.12% | 3.01% |
1 Year | -8.15% | 1.61% |
3 Year | 18.24% | 12.44% |
5 Year | - | 13.75% |
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 | 25.27% | 13.52% |
3 Year | 25.35% | 13.1% |
5 Year | - | 12.93% |
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
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns23.02%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns18.52%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.28%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.26%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns19.61%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns21.01%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.98%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns12.36%