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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth 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) ₹358 Cr ₹8059 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 10 Mar 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty 200 Momentum 30 TRI
Turn Over 37% 36%
Expense Ratio 1.01 0.92
Manager Pranav Gupta Sharwan Kumar Goyal
ISIN Code INF209KB1W41 INF789F1AUS7
Exits Load Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 3.01% 2.21%
6 Month 2.31% -5.46%
1 Year 3.07% -13.14%
3 Year 28.98% 24.71%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month 12.92% 11.51%
1 Year 13.85% -0.14%
3 Year 24.58% 18.03%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 22.72% 16.74%
3 Year 23.42% 21.26%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.00% 19.28%
Sharp 1.05% 0.69%
Beta 1.00% 1.00%
Alpha -0.95% -0.60%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth 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 Midcap 150 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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

Others 2.09 7.77
Mid Cap 89.98 32.22
Small Cap 2.98 -
Large Cap 4.96 60.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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

Others 0.46 1.04
Utilities 3.38 -
Industrials 19.7 6.58
Financial Services 22.3 10.46
Basic Materials 11.11 2.63
Technology 9.62 28.62
Consumer Cyclical 10.09 24.11
Healthcare 11.06 13.92
Real Estate 3.09 -
Energy 2.53 0.99
Communication Services 3.14 9.42
Consumer Defensive 3.54 2.23

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