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

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 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 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) ₹220 Cr ₹6972 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Apr 2021 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 37% 36%
Expense Ratio 1.03 0.92
Manager Pranav Gupta Sharwan Kumar Goyal
ISIN Code INF209KB1V83 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 Smallcap 50 Index Fund-Regular Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 3.78% 2%
6 Month 24.57% 23.89%
1 Year 64.36% 66.97%
3 Year 21.22% 25.29%
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 - -
1 Year 24.39% 31.81%
3 Year 57.06% 64.81%
5 Year 59.03% 69.98%

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 21.71% 24.08%
3 Year 65.85% 70.45%
5 Year 67.24% 72%

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 20.93% 17.24%
Sharp 0.64% 1.12%
Beta 1.15% 1.16%
Alpha -8.66% 7.34%

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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
Fund Manage 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

Small Cap 87.17 -
Mid Cap 12.77 31.12
Others 0.06 -0.44
Large Cap - 69.34

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

Consumer Discretionary 7.9 -
Capital Goods 8.18 18.83
Financial 27.31 12.93
Services 10.81 6.42
Healthcare 7.52 16.13
Metals & Mining 4.15 2.42
Technology 9.27 -
Construction 2.43 8.78
Diversified 2.31 -
Consumer Staples 3.95 2.61
Chemicals 5.66 -
Energy 6.13 4.56
Communication 3.05 -
Textiles 1.27 -
Others 0.06 -0.44
Automobile - 22.07
Materials - 5.71

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