Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹243 Cr ₹4692 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 -6.62% -7.63%
6 Month -2.6% -11.13%
1 Year 14.4% 15.79%
3 Year 15.66% 14.49%
5 Year - 17.16%

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 - -
1 Year 4.75% -4.16%
3 Year 28.74% 20.58%
5 Year - 20.01%

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 24.85% 9.37%
3 Year 19.15% 17.21%
5 Year - 16.87%

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 20.93% 16.75%
Sharp 0.64% 0.93%
Beta 1.15% 1.15%
Alpha -8.66% 3.56%

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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
Fund Manage 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 0.06 -
Small Cap 87.17 -
Mid Cap 12.77 8.52
Large Cap - 91.52

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 0.06 -
Energy 6.13 -
Communication 3.05 -
Services 10.81 -
Financial 27.31 -
Chemicals 5.66 -
Consumer Staples 3.95 -
Healthcare 7.52 -
Technology 9.27 -
Metals & Mining 4.15 -
Capital Goods 8.18 -
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 -
Construction 2.43 -
Electrical Equipment - 7.32
Pharmaceuticals & Biotechnology - 7.07
Personal Products - 4.14
Finance - 12.31
Banks - 6.2
Aerospace & Defense - 4.51
Cement & Cement Products - 3.56
Insurance - 4.06
Power - 6.03
Gas - 3.14
Consumer Durables - 2.31
Retailing - 6.26
Beverages - 3.32
Diversified Metals - 4.08
IT - Software - 3.03
Petroleum Products - 2.76
Realty - 3.23
Chemicals & Petrochemicals - 2.49
Auto Components - 4.02
Leisure Services - 1.31
Automobiles - 3.04
Transport Services - 4.02
Ferrous Metals - 1.83

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