Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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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 Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Nifty Smallcap 50 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)	₹248 Cr	₹8204 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 Smallcap 50 TRI	Nifty 200 Momentum 30 TRI
Turn Over	37%	36%
Expense Ratio	1.01	0.92
Manager	Pranav Gupta	Sharwan Kumar Goyal
ISIN Code	INF209KB1V83	INF789F1AUS7
Exits Load	Aditya Birla Sun Life Nifty Smallcap 50 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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	4.26%	4.3%
6 Month	11.24%	7.29%
1 Year	-1.95%	-8.82%
3 Year	26%	16.39%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-2%	-1.16%
1 Year	3.42%	-0.23%
3 Year	17.05%	9.25%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	11.71%	13.34%
3 Year	19.43%	20.81%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	20.25%	17.81%
Sharp	0.93%	0.58%
Beta	1.00%	1.00%
Alpha	-1.51%	-0.66%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	-0.04	8.14
Small Cap	97.02	-
Mid Cap	3.02	33.77
Large Cap	-	58.08

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	-0.04	0
Communication Services	1.69	5.01
Technology	13.47	9.1
Industrials	11.23	14.97
Basic Materials	11.24	4.4
Financial Services	28.78	50.03
Healthcare	19.81	7.9
Energy	2.65	-
Utilities	3.15	-
Consumer Cyclical	4.93	7.15
Real Estate	0	-
Consumer Defensive	3.1	1.44