UTI Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹285 Cr ₹19626 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 TRI
Turn Over 37% 5%
Expense Ratio 1.01 0.25
Manager Pranav Gupta Deepesh Agarwal
ISIN Code INF209KB1W41 INF789F01JN2
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 50 Index Fund - Regular Plan - Growth Option
1 Month 4.6% 0.21%
6 Month 1.54% 0.86%
1 Year 24.88% 10.76%
3 Year 22.62% 12.44%
5 Year - 14.99%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.39% 4.73%
3 Year 29.6% 14.32%
5 Year - 16.58%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 25.27% 13.56%
3 Year 26.26% 13.19%
5 Year - 12.86%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.71% 12.47%
Sharp 1.27% 0.69%
Beta 1.03% 0.99%
Alpha -1.08% -1.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 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 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.97 0.04
Mid Cap 76.82 -
Large Cap 1.79 99.97
Small Cap 4.99 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.22 0.04
Energy 5.86 -
Materials 4.01 -
Services 5.84 -
Financial 13.19 -
Technology 4.69 -
Healthcare 7.88 -
Capital Goods 12.1 -
Automobile 7.41 -
Chemicals 5.68 -
Construction 4.24 3.92
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.26 1.38
Textiles 0.98 -
Petroleum Products - 8.86
IT - Software - 12.93
Ferrous Metals - 1.98
Consumer Durables - 2.46
Diversified FMCG - 6.25
Non - Ferrous Metals - 0.92
Banks - 29.4
Pharmaceuticals & Biotechnology - 3.33
Cement & Cement Products - 2.08
Automobiles - 7.42
Agricultural Food & other Products - 0.6
Oil - 0.95
Food Products - 1.37
Aerospace & Defense - 0.94
Finance - 3.46
Telecom - Services - 3.98
Metals & Minerals Trading - 0.64
Healthcare Services - 0.65
Consumable Fuels - 0.94
Power - 3.12
Transport Infrastructure - 0.93
Retailing - 1.46

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns26.19%

VS

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns21.08%

Compare Now

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns25.42%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns25.05%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns13.7%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.04%

Compare Now

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.38%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.34%

Compare Now
Request call back
Add to Cart Successfully