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

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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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)	₹243 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 Smallcap 50 TRI	Nifty Next 50 TRI
Turn Over	37%	49%
Expense Ratio	1.01	0.8
Manager	Pranav Gupta	Deepesh Agarwal
ISIN Code	INF209KB1V83	INF789FC11T3
Exits Load	Aditya Birla Sun Life Nifty Smallcap 50 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

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	-6.62%	-7.63%
6 Month	-2.6%	-11.13%
1 Year	14.4%	15.79%
3 Year	15.66%	14.49%
5 Year	-	17.16%

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	4.75%	-4.16%
3 Year	28.74%	20.58%
5 Year	-	20.01%

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	24.85%	9.37%
3 Year	19.15%	17.21%
5 Year	-	16.87%

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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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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.06	-
Small Cap	87.17	-
Mid Cap	12.77	8.52
Large Cap	-	91.52

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.06	-
Energy	6.13	-
Communication	3.05	-
Services	10.81	-
Financial	27.31	-
Chemicals	5.66	-
Consumer Staples	3.95	-
Healthcare	7.52	-
Technology	9.27	-
Metals & Mining	4.15	-
Capital Goods	8.18	-
Consumer Discretionary	7.9	-
Textiles	1.27	-
Diversified	2.31	-
Construction	2.43	-
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
Insurance	-	4.06
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