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
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) | ₹209 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 | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 37% | 36% |
Expense Ratio | 1.01 | 0.92 |
Manager | Pranav Gupta | Sharwan Kumar Goyal |
ISIN Code | INF209KB1V83 | INF789F1AUS7 |
Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.71% | 1.45% |
6 Month | -10.37% | -20.79% |
1 Year | 6.32% | -6.45% |
3 Year | 17.69% | 12.87% |
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 | -4.07% | -8.64% |
1 Year | -12.81% | -28.86% |
3 Year | 22.18% | 11.43% |
5 Year | - | - |
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 | 25.63% | 20.19% |
3 Year | 18.9% | 24.03% |
5 Year | - | - |
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 | 21.74% | 19.196% |
Sharp | 0.475% | 0.48% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 0.02 | -0.09 |
Small Cap | 85.02 | - |
Mid Cap | 14.96 | 35.1 |
Large Cap | - | 64.99 |
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 |
---|---|---|
Others | 0.02 | -0.09 |
Utilities | 4.19 | - |
Technology | 11.65 | 31.12 |
Industrials | 18.61 | 5.96 |
Financial Services | 26.63 | 8.6 |
Basic Materials | 12.86 | 2.73 |
Healthcare | 12.35 | 14.43 |
Energy | 1.34 | 0.91 |
Communication Services | 3.72 | 9.62 |
Consumer Cyclical | 3.45 | 24.56 |
Real Estate | 2.52 | - |
Consumer Defensive | 2.66 | 2.16 |
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