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) | ₹386 Cr | ₹5728 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 | 1.69% | 1.04% |
| 6 Month | 11.45% | 8.83% |
| 1 Year | 2.41% | -2.63% |
| 3 Year | 21.89% | 17.03% |
| 5 Year | - | 19.56% |
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 | 3.57% | 4.43% |
| 1 Year | 16.35% | 14.3% |
| 3 Year | 19.42% | 17.68% |
| 5 Year | - | 16.48% |
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% | 7.7% |
| 3 Year | 24.06% | 16.95% |
| 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% | 17.80% |
| Sharp | 0.97% | 0.65% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.90% | -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 | 2.29 | 6.22 |
| Mid Cap | 87.19 | 12.5 |
| Large Cap | 9.07 | 81.28 |
| Small Cap | 1.44 | - |
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 | -0.02 | 0.06 |
| Utilities | 3.18 | 13.06 |
| Industrials | 18.4 | 10.82 |
| Financial Services | 23.88 | 20.16 |
| Consumer Cyclical | 13.4 | 11.2 |
| Basic Materials | 9.56 | 12.69 |
| Technology | 10.39 | 2.26 |
| Consumer Defensive | 4.54 | 12.03 |
| Healthcare | 8.69 | 6.3 |
| Real Estate | 2.85 | 3.52 |
| Energy | 2.39 | 5.62 |
| Communication Services | 2.75 | 2.29 |
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