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) | ₹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 |
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 | -2.08% | -2.63% |
| 6 Month | 2.35% | 1.76% |
| 1 Year | 0.75% | -4.54% |
| 3 Year | 21.57% | 16.31% |
| 5 Year | - | 16.11% |
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 | 1.93% | 0.21% |
| 1 Year | 16.87% | 10.66% |
| 3 Year | 17.89% | 14.63% |
| 5 Year | - | 14.63% |
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 | 18.18% | 6.51% |
| 3 Year | 24.06% | 17.02% |
| 5 Year | - | 19.26% |
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 | 15.76% | 17.85% |
| Sharp | 0.96% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.89% | -0.78% |
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 | 2.72 | 6.02 |
| Mid Cap | 86.84 | 12.6 |
| Large Cap | 9.11 | 81.38 |
| Small Cap | 1.33 | - |
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 | 0.04 | 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 |
Top Comparisons
Franklin India Balanced Advantage Fund- Growth
3Y Returns12.15%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.36%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.25%
Invesco India Largecap Fund - Growth
3Y Returns16.59%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns22.96%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns11.92%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.58%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.91%