UTI Nifty Next 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 Next 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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹358 Cr | ₹5288 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Apr 2021 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | Nifty Next 50 TRI |
Turn Over | 37% | 49% |
Expense Ratio | 1.01 | 0.8 |
Manager | Pranav Gupta | Deepesh Agarwal |
ISIN Code | INF209KB1W41 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.28% | 2.56% |
6 Month | 1.88% | -0.54% |
1 Year | 4.39% | -4.26% |
3 Year | 29.16% | 22.85% |
5 Year | - | 21.38% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.92% | 10.09% |
1 Year | 13.85% | 3.77% |
3 Year | 24.58% | 20.45% |
5 Year | - | 18.68% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.72% | 9.04% |
3 Year | 23.42% | 16.9% |
5 Year | - | 17.76% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.00% | 19.53% |
Sharp | 1.05% | 0.68% |
Beta | 1.00% | 1.00% |
Alpha | -0.95% | -0.80% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty Next 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 Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.09 | 3.22 |
Mid Cap | 89.98 | 9.7 |
Small Cap | 2.98 | - |
Large Cap | 4.96 | 87.08 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.46 | 0.85 |
Utilities | 3.38 | 10.63 |
Industrials | 19.7 | 14.62 |
Financial Services | 22.3 | 20.72 |
Basic Materials | 11.11 | 10.02 |
Technology | 9.62 | 2 |
Consumer Cyclical | 10.09 | 10.29 |
Healthcare | 11.06 | 6 |
Real Estate | 3.09 | 3.89 |
Energy | 2.53 | 4.91 |
Communication Services | 3.14 | 2.37 |
Consumer Defensive | 3.54 | 13.69 |
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