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) | ₹1111 Cr | ₹8543 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 | -2.46% | -4.97% |
6 Month | 7.49% | 3.68% |
1 Year | 0.78% | -17.32% |
3 Year | 13.79% | 19.4% |
5 Year | 18.08% | - |
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 | 3.37% | 4.14% |
1 Year | 6% | -6.89% |
3 Year | 13.01% | 13.95% |
5 Year | 13.69% | - |
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 | 14.05% | 16.74% |
3 Year | 12.17% | 21.26% |
5 Year | 11.93% | - |
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 | 12.68% | 18.31% |
Sharp | 0.86% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.57% | -0.65% |
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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 | 3.38 | 7.77 |
Large Cap | 95.5 | 57.12 |
Mid Cap | 1.12 | 35.11 |
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 | 0.38 | -0.01 |
Energy | 10.93 | 0 |
Technology | 11.17 | 8.96 |
Industrials | 5.93 | 15.35 |
Basic Materials | 5.92 | 4.98 |
Consumer Defensive | 6.47 | 1.45 |
Financial Services | 37.27 | 49.45 |
Healthcare | 3.59 | 8.65 |
Consumer Cyclical | 11.09 | 6.14 |
Communication Services | 4.72 | 5.02 |
Utilities | 2.54 | - |
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