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UTI Nifty 200 Momentum 30 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 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 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) | ₹249 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 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 |
Trailing Lumpsum Returns
| 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 | -5.18% | 0.03% |
| 6 Month | 15.34% | 7.77% |
| 1 Year | -2.07% | -14.67% |
| 3 Year | 25.17% | 17.7% |
| 5 Year | - | - |
SIP Return Analysis
| 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 | 2.68% | 2.77% |
| 1 Year | -0.03% | -7.03% |
| 3 Year | 20.92% | 11.76% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| 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 | 15.2% | 14.77% |
| 3 Year | 19% | 21.85% |
| 5 Year | - | - |
Risk Management
| 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 | 20.07% | 18.22% |
| Sharp | 0.94% | 0.71% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.54% | -0.66% |
Fund Managers
| 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 |
Market Cap
| 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 | 0.16 | 7.72 |
| Small Cap | 97.35 | - |
| Mid Cap | 2.49 | 34.55 |
| Large Cap | - | 57.73 |
Sector Allocation
| 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 | 0.16 | 0.1 |
| Communication Services | 1.84 | 5.04 |
| Technology | 11.37 | 9.36 |
| Industrials | 18.02 | 15.04 |
| Basic Materials | 12.71 | 4.6 |
| Financial Services | 23.22 | 49.24 |
| Healthcare | 13.65 | 8.87 |
| Energy | 2.92 | - |
| Utilities | 5.35 | - |
| Consumer Cyclical | 5.51 | 6.31 |
| Real Estate | 2.08 | - |
| Consumer Defensive | 3.18 | 1.43 |
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