Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs UTI Nifty Next 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) | ₹209 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 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 | 7.69% | 9.26% |
6 Month | -17.82% | -19.23% |
1 Year | 5.32% | 1.14% |
3 Year | 15.16% | 14.2% |
5 Year | - | 24.61% |
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 | -10.53% | -6.78% |
1 Year | -17.99% | -17.45% |
3 Year | 21.04% | 16.99% |
5 Year | - | 17.35% |
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 | 25.63% | 10.44% |
3 Year | 18.9% | 17.14% |
5 Year | - | 17.42% |
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 | 21.74% | 19.657% |
Sharp | 0.475% | 0.378% |
Beta | - | - |
Alpha | - | - |
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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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