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UTI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 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) | ₹231 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 Smallcap 50 TRI | Nifty Next 50 TRI |
| Turn Over | 37% | 49% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Deepesh Agarwal |
| ISIN Code | INF209KB1V83 | INF789FC11T3 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.36% | 2.3% |
| 6 Month | 1.6% | 0.28% |
| 1 Year | 6.71% | -3.66% |
| 3 Year | 31.64% | 22.89% |
| 5 Year | - | 21.36% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 17.02% | 10.09% |
| 1 Year | 17.5% | 3.77% |
| 3 Year | 29.71% | 20.45% |
| 5 Year | - | 18.68% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.29% | 9.04% |
| 3 Year | 18.4% | 16.9% |
| 5 Year | - | 17.76% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 20.71% | 19.53% |
| Sharp | 0.91% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.57% | -0.80% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | -0.16 |
| Small Cap | 85.02 | - |
| Mid Cap | 14.96 | 11.75 |
| Large Cap | - | 88.41 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | -0.16 |
| Utilities | 4.19 | 12.12 |
| Technology | 11.65 | 2.11 |
| Industrials | 18.61 | 14.31 |
| Financial Services | 26.63 | 23.92 |
| Basic Materials | 12.86 | 10.19 |
| Healthcare | 12.35 | 5.83 |
| Energy | 1.34 | 2.08 |
| Communication Services | 3.72 | 2.68 |
| Consumer Cyclical | 3.45 | 12.93 |
| Real Estate | 2.52 | 3.53 |
| Consumer Defensive | 2.66 | 10.46 |
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