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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 | Very High |
| 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 | 8.05% | 5.42% |
| 6 Month | -14.48% | -25.32% |
| 1 Year | 4.52% | -10.09% |
| 3 Year | 19.08% | 11.58% |
| 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 | -7.22% | -13.76% |
| 1 Year | -13.92% | -30.71% |
| 3 Year | 18.62% | 12.22% |
| 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 |
| Funds Managed | 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 | -0.22 | -0.09 |
| Mid Cap | 87.73 | 35.1 |
| Large Cap | 6.16 | 64.99 |
| Small Cap | 6.33 | - |
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 | -0.09 |
| Utilities | 2.01 | - |
| Industrials | 19.48 | 5.96 |
| Financial Services | 20.09 | 8.6 |
| Basic Materials | 11.03 | 2.73 |
| Technology | 10.23 | 31.12 |
| Healthcare | 10.93 | 14.43 |
| Consumer Cyclical | 12.95 | 24.56 |
| Real Estate | 3.43 | - |
| Energy | 2.6 | 0.91 |
| Communication Services | 3.15 | 9.62 |
| Consumer Defensive | 4.32 | 2.16 |
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