UTI Nifty 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
UTI Nifty 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 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 Risk | Very High Risk |
Asset Size (Cr) | ₹308 Cr | ₹20351 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 | -6.33% | -0.87% |
6 Month | -13.83% | -7.73% |
1 Year | 3.63% | 4.24% |
3 Year | 19.82% | 10.73% |
5 Year | - | 14.43% |
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 | -12.25% | -5% |
3 Year | 18.67% | 10.84% |
5 Year | - | 14.36% |
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% | 13.52% |
3 Year | 25.35% | 13.1% |
5 Year | - | 12.93% |
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 | 16.206% | 12.717% |
Sharp | 0.832% | 0.441% |
Beta | - | - |
Alpha | - | - |
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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 |
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