Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹223 Cr | ₹6972 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 Fund | Index Fund |
| 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 | Exit load of 0.25%, if redeemed within 15 days./365 | Nil/365 |
| 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 | 1.84% | 2% |
| 6 Month | 22.79% | 23.89% |
| 1 Year | 50.55% | 66.97% |
| 3 Year | 27.58% | 25.29% |
| 5 Year | - | - |
| 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 | - | - |
| 1 Year | 21.41% | 31.81% |
| 3 Year | 56.4% | 64.81% |
| 5 Year | 60.64% | 69.98% |
| 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 | 24.1% | 24.08% |
| 3 Year | 67.16% | 70.45% |
| 5 Year | 68.61% | 72% |
| 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 | 14.71% | 17.24% |
| Sharp | 1.27% | 1.12% |
| Beta | 1.03% | 1.16% |
| Alpha | -1.08% | 7.34% |
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| 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 |
| Fund Manage | 9 | 8 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Mid Cap | 76.82 | 31.12 |
| Small Cap | 4.99 | - |
| Others | 0.97 | -0.44 |
| Large Cap | 1.79 | 69.34 |
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Capital Goods | 12.1 | 18.83 |
| Services | 5.84 | 6.42 |
| Financial | 13.19 | 12.93 |
| Automobile | 7.41 | 22.07 |
| Healthcare | 7.88 | 16.13 |
| Technology | 4.69 | - |
| Energy | 5.86 | 4.56 |
| Materials | 4.01 | 5.71 |
| Construction | 4.24 | 8.78 |
| Communication | 3 | - |
| Consumer Discretionary | 1.35 | - |
| Metals & Mining | 5.95 | 2.42 |
| Chemicals | 5.68 | - |
| Textiles | 0.98 | - |
| Consumer Staples | 2.03 | 2.61 |
| Diversified | 0.32 | - |
| Insurance | 0.26 | - |
| Others | -0.22 | -0.44 |
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