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

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 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 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) ₹223 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty Next 50 TRI
Turn Over 37% 49%
Expense Ratio 1.01 0.79
Manager Pranav Gupta Deepesh Agarwal
ISIN Code INF209KB1W41 INF789FC11T3
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 -7.21% -10.12%
6 Month 4.72% -0.59%
1 Year 29.48% 42.53%
3 Year 19.56% 15.15%
5 Year - 18.64%

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 - -
1 Year 19.24% 24.19%
3 Year 29.38% 27.74%
5 Year - 24.04%

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% 9.37%
3 Year 26.26% 17.21%
5 Year - 16.87%

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 14.71% 16.75%
Sharp 1.27% 0.93%
Beta 1.03% 1.15%
Alpha -1.08% 3.56%

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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 0.97 1.96
Mid Cap 76.82 9.8
Large Cap 1.79 88.22
Small Cap 4.99 -

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 -0.22 -
Energy 5.86 11.27
Materials 4.01 4.13
Services 5.84 14.13
Financial 13.19 19.29
Technology 4.69 -
Healthcare 7.88 2.47
Capital Goods 12.1 18.49
Automobile 7.41 5.58
Chemicals 5.68 2.24
Construction 4.24 2.6
Metals & Mining 5.95 4.85
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.91
Diversified 0.32 1.59
Insurance 0.26 3.43
Textiles 0.98 -

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