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) | ₹1121 Cr | ₹8131 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 | 2.45% | 2.33% |
6 Month | 13.35% | 16.14% |
1 Year | 0.18% | -15.29% |
3 Year | 13.57% | 16.24% |
5 Year | 17.44% | - |
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 | 3.13% | 2.91% |
1 Year | 10.65% | 0.27% |
3 Year | 12.59% | 12.42% |
5 Year | 12.9% | - |
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 | 13.87% | 14.77% |
3 Year | 12.26% | 21.85% |
5 Year | 11.98% | - |
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 | 12.11% | 17.83% |
Sharp | 0.45% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -0.56% | -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 | 3.16 | 7.78 |
Large Cap | 95.71 | 57.78 |
Mid Cap | 1.13 | 34.44 |
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 | 0.33 | 0.06 |
Energy | 10.39 | - |
Technology | 10.48 | 9.8 |
Industrials | 5.87 | 14.56 |
Basic Materials | 6.28 | 4.52 |
Consumer Defensive | 6.93 | 1.43 |
Financial Services | 36.7 | 49.03 |
Healthcare | 3.74 | 8.4 |
Consumer Cyclical | 12.13 | 7.12 |
Communication Services | 4.64 | 5.07 |
Utilities | 2.52 | - |
Top Comparisons
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.75%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns13.53%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.69%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.92%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.74%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.64%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.11%