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) | ₹379 Cr | ₹8199 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 | -1.34% | 0.06% |
6 Month | 13.93% | 6.89% |
1 Year | -0.33% | -15.18% |
3 Year | 22.17% | 17.7% |
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 | 3.68% | 2.77% |
1 Year | 4.59% | -7.03% |
3 Year | 18.9% | 11.76% |
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 | 20% | 14.77% |
3 Year | 25.12% | 21.85% |
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 | 15.77% | 18.22% |
Sharp | 1.02% | 0.71% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.66% |
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 | 1.81 | 7.72 |
Mid Cap | 90.26 | 34.55 |
Small Cap | 3 | - |
Large Cap | 4.93 | 57.73 |
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 | 0.17 | 0.1 |
Utilities | 3.21 | - |
Industrials | 19.25 | 15.04 |
Financial Services | 22.17 | 49.24 |
Basic Materials | 11.16 | 4.6 |
Technology | 9.87 | 9.36 |
Consumer Cyclical | 10.14 | 6.31 |
Healthcare | 12.14 | 8.87 |
Real Estate | 2.98 | - |
Energy | 2.48 | - |
Communication Services | 3 | 5.04 |
Consumer Defensive | 3.44 | 1.43 |
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