UTI Nifty 200 Momentum 30 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
| 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 |
| 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 | -7.15% | -11.03% |
| 6 Month | 9.05% | -2.87% |
| 1 Year | 30.77% | 34.27% |
| 3 Year | 16.11% | 16.03% |
| 5 Year | - | - |
| 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 | 25.95% | 18.82% |
| 3 Year | 33.93% | 29.96% |
| 5 Year | - | - |
| 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 | 24.85% | 19.39% |
| 3 Year | 19.15% | 25.25% |
| 5 Year | - | - |
| 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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| 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 |
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | -0.44 |
| Small Cap | 87.17 | - |
| Mid Cap | 12.77 | 31.12 |
| Large Cap | - | 69.34 |
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | -0.44 |
| Energy | 6.13 | 4.56 |
| Communication | 3.05 | - |
| Services | 10.81 | 6.42 |
| Financial | 27.31 | 12.93 |
| Chemicals | 5.66 | - |
| Consumer Staples | 3.95 | 2.61 |
| Healthcare | 7.52 | 16.13 |
| Technology | 9.27 | - |
| Metals & Mining | 4.15 | 2.42 |
| Capital Goods | 8.18 | 18.83 |
| Consumer Discretionary | 7.9 | - |
| Textiles | 1.27 | - |
| Diversified | 2.31 | - |
| Construction | 2.43 | 8.78 |
| Automobile | - | 22.07 |
| Materials | - | 5.71 |
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