Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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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 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) ₹150 Cr ₹3689 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty 200 Momentum 30 TRI
Turn Over 37% 36%
Expense Ratio 1.04 0.92
Manager Pranav Gupta Sharwan Kumar Goyal
ISIN Code INF209KB1W41 INF789F1AUS7
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 11.26% 9.17%
6 Month 22.21% 31.2%
1 Year 58.39% 70.5%
3 Year 27.49% 26.87%
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 - -
1 Year 21.41% 31.81%
3 Year 56.4% 64.81%
5 Year 60.64% 69.98%

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 24.1% 24.08%
3 Year 67.16% 70.45%
5 Year 68.61% 72%

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 14.71% 17.24%
Sharp 1.27% 1.12%
Beta 1.03% 1.16%
Alpha -1.08% 7.34%

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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
Fund Manage 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

Mid Cap 76.82 31.12
Small Cap 4.99 -
Others 0.97 -0.44
Large Cap 1.79 69.34

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

Capital Goods 12.1 18.83
Services 5.84 6.42
Financial 13.19 12.93
Automobile 7.41 22.07
Healthcare 7.88 16.13
Technology 4.69 -
Energy 5.86 4.56
Materials 4.01 5.71
Construction 4.24 8.78
Communication 3 -
Consumer Discretionary 1.35 -
Metals & Mining 5.95 2.42
Chemicals 5.68 -
Textiles 0.98 -
Consumer Staples 2.03 2.61
Diversified 0.32 -
Insurance 0.26 -
Others -0.22 -0.44

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