Aditya Birla Sun Life Quant Fund - Direct Growth 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 lower expense ratio of 0.73%, indicating a potentially more favorable cost structure for investors. However, it has a significantly smaller AUM of ₹838 Cr compared to Aditya Birla Sun Life Quant Fund - Direct Growth's ₹6659 Cr, which may imply lower liquidity and investor confidence. For investors deciding between the two, UTI Nifty 500 Value 50 Index Fund offers better ratings and lower costs, but with the tradeoff of lower recent returns and smaller fund size.
Aditya Birla Sun Life Quant Fund - Direct Growth
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 |