Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.32%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.38%

Compare Now

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.55%

VS

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns7.25%

Compare Now

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns22.78%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns17.67%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns18.2%

VS

HSBC Aggressive Hybrid Active FOF - Growth HSBC Aggressive Hybrid Active FOF - Growth

3Y Returns19.17%

Compare Now
Add to Cart Successfully