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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 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) | ₹308 Cr | ₹4581 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 Fund | Index Fund |
| 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 | -7.1% | -5.42% |
| 6 Month | -17.73% | -21.1% |
| 1 Year | -0.31% | -2.3% |
| 3 Year | 19.23% | 13.83% |
| 5 Year | - | 18.48% |
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 | -12.53% | -13.04% |
| 1 Year | -22.74% | -27.45% |
| 3 Year | 14.51% | 12.15% |
| 5 Year | - | 14.59% |
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 | 25.27% | 10.44% |
| 3 Year | 25.35% | 17.14% |
| 5 Year | - | 17.42% |
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 | 16.206% | 19.657% |
| Sharp | 0.832% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Fund Manage | 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 | -0.21588 | -0.16112 |
| Mid Cap | 87.73139 | 11.75354 |
| Large Cap | 6.15735 | 88.40756 |
| Small Cap | 6.32717 | - |
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 | -0.21588 | -0.16112 |
| Utilities | 2.01216 | 12.1162 |
| Industrials | 19.47537 | 14.30879 |
| Financial Services | 20.09425 | 23.9206 |
| Basic Materials | 11.03366 | 10.18935 |
| Technology | 10.23011 | 2.11264 |
| Healthcare | 10.92869 | 5.83447 |
| Consumer Cyclical | 12.94536 | 12.92944 |
| Real Estate | 3.42755 | 3.53485 |
| Energy | 2.59873 | 2.08126 |
| Communication Services | 3.15482 | 2.67751 |
| Consumer Defensive | 4.31521 | 10.45599 |
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