Aditya Birla Sun Life Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1247 Cr | ₹8943 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Sep 2002 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 16% | 36% |
| Expense Ratio | 0.47 | 0.92 |
| Manager | Pranav Gupta | Sharwan Kumar Goyal |
| ISIN Code | INF209K01LB2 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.34% | -2.18% |
| 6 Month | 5.22% | 0.85% |
| 1 Year | 9.25% | -8.36% |
| 3 Year | 12.81% | 16.17% |
| 5 Year | 14.17% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.6% | 1.4% |
| 1 Year | 16.28% | 10.58% |
| 3 Year | 12.99% | 10.89% |
| 5 Year | 12.81% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.55% | 13.34% |
| 3 Year | 12.43% | 20.81% |
| 5 Year | 12.06% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 17.81% |
| Sharp | 0.67% | 0.60% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.98% | -0.65% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pranav Gupta | Sharwan Kumar Goyal |
| Total AUM | ₹10003 Cr | ₹27732 Cr |
| Funds Managed | 9 | 8 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.4 | 8.26 |
| Large Cap | 95.26 | 57.22 |
| Mid Cap | 1.34 | 34.52 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.09 | 0.04 |
| Energy | 10.88 | - |
| Technology | 10.22 | 9.7 |
| Industrials | 7.25 | 14.3 |
| Basic Materials | 6.16 | 3.9 |
| Healthcare | 4.32 | 7.99 |
| Consumer Defensive | 6.48 | 1.46 |
| Financial Services | 36.8 | 50.4 |
| Consumer Cyclical | 10.69 | 6.99 |
| Communication Services | 4.79 | 5.21 |
| Utilities | 2.32 | - |
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