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

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon 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 50 Index Fund - Growth - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan 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) ₹931 Cr ₹6972 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2002 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 16% 36%
Expense Ratio 0.47 0.92
Manager Pranav Gupta Sharwan Kumar Goyal
ISIN Code INF209K01LB2 INF789F1AUS7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 1.06% 2%
6 Month 14.75% 23.89%
1 Year 30.57% 66.97%
3 Year 15.1% 25.29%
5 Year 18.33% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.3% 31.81%
3 Year 27.26% 64.81%
5 Year 55.85% 69.98%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 18.81% 24.08%
3 Year 44.57% 70.45%
5 Year 61.73% 72%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 17.24%
Sharp 0.67% 1.12%
Beta 0.99% 1.16%
Alpha -1.98% 7.34%

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Fund Managers

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

Market Cap

Scheme Name

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

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 1.08 -0.44
Large Cap 98.22 69.34
Mid Cap 0.67 31.12

Sector Allocation

Scheme Name

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

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.24 -0.44
Energy 14.49 4.56
Technology 12.03 -
Construction 4.36 8.78
Metals & Mining 3.23 2.42
Materials 4.45 5.71
Consumer Staples 8.01 2.61
Financial 32.81 12.93
Healthcare 4.19 16.13
Automobile 8.04 22.07
Insurance 1.21 -
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 6.42
Capital Goods - 18.83

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