Aditya Birla Sun Life MNC Fund - Growth - Direct Plan vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option appears stronger based on its higher star rating of 5 and impressive 3-year CAGR of 18.63%, compared to Aditya Birla Sun Life MNC Fund - Growth - Direct Plan's 3-star rating and 3-year CAGR of 13.69%. However, this comes with a tradeoff in terms of lower one-year returns of 1.04% versus Aditya Birla's 8.0%, and a significantly smaller AUM of ₹838 Cr compared to ₹6659 Cr. Investors should consider their preference for higher potential long-term growth versus immediate returns when choosing between these funds.
Aditya Birla Sun Life MNC Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Value Oriented
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Value Oriented
| Metric | Aditya Birla Sun Life ... | UTI Nifty 500 Value 50... |
|---|---|---|
| NAV | ₹153.49 | ₹20.49 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.23% | 0.73% |
| AUM | ₹6,659 Cr | ₹838 Cr |
| 1M Return | +1.15% | -5.98% |
| 3M Return | -2.18% | -7.98% |
| 6M Return | +2.86% | -11.58% |
| 1Y Return | +8.0% | +1.04% |
| 3Y CAGR | +13.69% | +18.63% |
| 5Y CAGR | +13.37% | — |
| Risk Level | — | — |
| Fund Manager | Mahesh Patil, Milind Bafna | Ayush Jain |