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

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

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

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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)	₹419 Cr	₹5953 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

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	-0.1%	0.59%
6 Month	1.7%	1.2%
1 Year	4.77%	2.21%
3 Year	23.04%	18.08%
5 Year	-	16.24%

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	2.97%	1.64%
1 Year	15.73%	10.63%
3 Year	17.51%	14.75%
5 Year	-	14.98%

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	18.18%	6.51%
3 Year	24.06%	17.02%
5 Year	-	19.26%

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	14.71%	16.75%
Sharp	1.27%	0.93%
Beta	1.03%	1.15%
Alpha	-1.08%	3.56%

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

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	2.72	6.02
Mid Cap	86.84	12.6
Large Cap	9.11	81.38
Small Cap	1.33	-

Scheme Name	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.04	0.06
Utilities	2.85	12.63
Industrials	17.94	10.62
Financial Services	25.66	20.2
Consumer Cyclical	13.04	11.44
Basic Materials	9.12	12.86
Technology	10.55	2.45
Consumer Defensive	4.2	12.21
Healthcare	8.43	6.26
Real Estate	2.92	3.41
Energy	2.27	5.63
Communication Services	3	2.24