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) ₹285 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 Midcap 150 TRI Nifty Next 50 TRI
Turn Over 37% 49%
Expense Ratio 1.01 0.8
Manager Pranav Gupta Deepesh Agarwal
ISIN Code INF209KB1W41 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month -5.34% -7.63%
6 Month -4.46% -11.13%
1 Year 12.76% 15.79%
3 Year 19.71% 14.49%
5 Year - 17.16%

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 3.26% -4.16%
3 Year 25.03% 20.58%
5 Year - 20.01%

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 -
Mid Cap 76.82 8.52
Large Cap 1.79 91.52
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 -
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 -
Metals & Mining 5.95 -
Communication 3 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.26 4.06
Textiles 0.98 -
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
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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