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
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹209 Cr | ₹4581 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 |
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 | -9.57% | -4.57% |
6 Month | -16.55% | -18.49% |
1 Year | 0.78% | 3.51% |
3 Year | 16.87% | 14.55% |
5 Year | - | 15.99% |
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 | -19.24% | -21.04% |
3 Year | 18.55% | 13.6% |
5 Year | - | 15.74% |
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 | 25.63% | 10.44% |
3 Year | 18.9% | 17.14% |
5 Year | - | 17.42% |
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 | 21.74% | 18.747% |
Sharp | 0.475% | 0.526% |
Beta | - | - |
Alpha | - | - |
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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 |
---|---|---|
Others | 0.06 | - |
Small Cap | 87.17 | - |
Mid Cap | 12.77 | 11.04 |
Large Cap | - | 88.98 |
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 |
---|---|---|
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 | - | 5.06 |
Pharmaceuticals & Biotechnology | - | 5.46 |
Personal Products | - | 2.9 |
Finance | - | 14.48 |
Banks | - | 5.62 |
Aerospace & Defense | - | 3.25 |
Cement & Cement Products | - | 2.89 |
Insurance | - | 3.61 |
Power | - | 9.38 |
Gas | - | 2.97 |
Consumer Durables | - | 1.74 |
Retailing | - | 12.84 |
Beverages | - | 5.47 |
Diversified Metals | - | 3.09 |
IT - Software | - | 2.12 |
Petroleum Products | - | 2.09 |
Realty | - | 3.76 |
Chemicals & Petrochemicals | - | 1.83 |
Auto Components | - | 3.1 |
Leisure Services | - | 0.97 |
Automobiles | - | 2.28 |
Transport Services | - | 3.66 |
Ferrous Metals | - | 1.45 |
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