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) | ₹1152 Cr | ₹8204 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 | 3.63% | 4.3% |
| 6 Month | 6.42% | 7.29% |
| 1 Year | 7.05% | -8.82% |
| 3 Year | 13.27% | 16.39% |
| 5 Year | 17.8% | - |
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 | 0.08% | -1.16% |
| 1 Year | 7.15% | -0.23% |
| 3 Year | 10.4% | 9.25% |
| 5 Year | 11.54% | - |
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 | 13.72% | 13.34% |
| 3 Year | 12.31% | 20.81% |
| 5 Year | 12.01% | - |
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 | 11.68% | 17.81% |
| Sharp | 0.57% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.55% | -0.66% |
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 | 3.08 | 8.14 |
| Large Cap | 95.52 | 58.08 |
| Mid Cap | 1.4 | 33.77 |
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 | -0.03 | 0 |
| Energy | 10.37 | - |
| Technology | 9.91 | 9.1 |
| Industrials | 7.09 | 14.97 |
| Basic Materials | 6.32 | 4.4 |
| Healthcare | 4.3 | 7.9 |
| Consumer Defensive | 6.79 | 1.44 |
| Financial Services | 36.49 | 50.03 |
| Consumer Cyclical | 11.68 | 7.15 |
| Communication Services | 4.54 | 5.01 |
| Utilities | 2.56 | - |
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