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
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) | ₹308 Cr | ₹7668 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 | 4.57% | 4.25% |
6 Month | -4.43% | -15.57% |
1 Year | 5.67% | -8.47% |
3 Year | 20.98% | 15.1% |
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 | 0.32% | -4.41% |
1 Year | -7.1% | -23.96% |
3 Year | 20.21% | 13.59% |
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 | 25.27% | 20.19% |
3 Year | 25.35% | 24.03% |
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 | 16.206% | 19.196% |
Sharp | 0.832% | 0.48% |
Beta | - | - |
Alpha | - | - |
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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 | -0.22 | -0.09 |
Mid Cap | 87.73 | 35.1 |
Large Cap | 6.16 | 64.99 |
Small Cap | 6.33 | - |
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 | -0.22 | -0.09 |
Utilities | 2.01 | - |
Industrials | 19.48 | 5.96 |
Financial Services | 20.09 | 8.6 |
Basic Materials | 11.03 | 2.73 |
Technology | 10.23 | 31.12 |
Healthcare | 10.93 | 14.43 |
Consumer Cyclical | 12.95 | 24.56 |
Real Estate | 3.43 | - |
Energy | 2.6 | 0.91 |
Communication Services | 3.15 | 9.62 |
Consumer Defensive | 4.32 | 2.16 |
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