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 Risk | Very High Risk |
Asset Size (Cr) | ₹308 Cr | ₹7668 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 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 | 1.01 | 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 | -6.33% | -4.69% |
6 Month | -13.83% | -22.29% |
1 Year | 3.63% | -4.9% |
3 Year | 19.82% | 13.74% |
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 | -12.25% | -26.08% |
3 Year | 18.67% | 13.57% |
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 | 25.27% | 20.19% |
3 Year | 25.35% | 24.03% |
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 | 16.206% | 19.196% |
Sharp | 0.832% | 0.48% |
Beta | - | - |
Alpha | - | - |
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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 |
---|---|---|
Others | 0.97 | -0.44 |
Mid Cap | 76.82 | 31.12 |
Large Cap | 1.79 | 69.34 |
Small Cap | 4.99 | - |
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 | -0.22 | -0.44 |
Energy | 5.86 | 4.56 |
Materials | 4.01 | 5.71 |
Services | 5.84 | 6.42 |
Financial | 13.19 | 12.93 |
Technology | 4.69 | - |
Healthcare | 7.88 | 16.13 |
Capital Goods | 12.1 | 18.83 |
Automobile | 7.41 | 22.07 |
Chemicals | 5.68 | - |
Construction | 4.24 | 8.78 |
Metals & Mining | 5.95 | 2.42 |
Communication | 3 | - |
Consumer Discretionary | 1.35 | - |
Consumer Staples | 2.03 | 2.61 |
Diversified | 0.32 | - |
Insurance | 0.26 | - |
Textiles | 0.98 | - |
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