Aditya Birla Sun Life Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Invest Now

tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹961 Cr ₹8121 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 Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 16% 36%
Expense Ratio 0.47 0.91
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 1.92% 2.21%
6 Month 9.41% 5.75%
1 Year 19.08% 35.04%
3 Year 13.38% 20.17%
5 Year 15.99% -

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 - -
1 Year 13.88% 17.77%
3 Year 17.3% 30.92%
5 Year 17.82% -

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 14.44% 19.39%
3 Year 12.22% 25.25%
5 Year 11.81% -

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% 17.24%
Sharp 0.67% 1.12%
Beta 0.99% 1.16%
Alpha -1.98% 7.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 0.11 -0.44
Large Cap 99.9 69.34
Mid Cap - 31.12

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 0.11 -0.44
Petroleum Products 8.85 -
IT - Software 12.91 -
Construction 3.92 8.78
Ferrous Metals 1.98 -
Consumer Durables 2.46 -
Diversified FMCG 6.25 -
Non - Ferrous Metals 0.92 -
Banks 29.39 -
Pharmaceuticals & Biotechnology 3.32 -
Cement & Cement Products 2.08 -
Automobiles 7.41 -
Insurance 1.38 -
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 -
Finance 3.46 -
Telecom - Services 3.97 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 -
Transport Infrastructure 0.93 -
Retailing 1.46 -
Healthcare - 16.13
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

Top Comparisons

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns14.39%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns8.38%

Compare Now

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.81%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.62%

Compare Now

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.9%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.88%

Compare Now

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.72%

VS

LIC MF Banking & PSU Fund-Regular Plan-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth

3Y Returns5.72%

Compare Now
Request call back
Add to Cart Successfully