UTI Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 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) ₹134 Cr ₹3027 Cr
Min Investment ₹100 ₹5000
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 Smallcap 50 TRI Nifty Next 50 TRI
Turn Over 37% 49%
Expense Ratio 1.05 0.79
Manager Pranav Gupta Deepesh Agarwal
ISIN Code INF209KB1V83 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 Smallcap 50 Index Fund-Regular Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 14.76% 9.82%
6 Month 19.79% 35.06%
1 Year 71.2% 66.14%
3 Year 19.8% 23.68%
5 Year - 21.85%

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 24.39% 32.87%
3 Year 57.06% 56.87%
5 Year 59.03% 91.94%

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 21.71% 24.53%
3 Year 65.85% 62.34%
5 Year 67.24% 97.82%

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

Small Cap 87.17 -
Mid Cap 12.77 9.8
Others 0.06 1.96
Large Cap - 88.22

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

Consumer Discretionary 7.9 -
Capital Goods 8.18 18.49
Financial 27.31 19.29
Services 10.81 14.13
Healthcare 7.52 2.47
Metals & Mining 4.15 4.85
Technology 9.27 -
Construction 2.43 2.6
Diversified 2.31 1.59
Consumer Staples 3.95 9.91
Chemicals 5.66 2.24
Energy 6.13 11.27
Communication 3.05 -
Textiles 1.27 -
Others 0.06 -
Automobile - 5.58
Insurance - 3.43
Materials - 4.13

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