March 27, 2025
mayank
Aditya Birla (ABSL) Nifty 200 Momentum 30 ETF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Sahifund.com
NAV Growth: Rs 28.4918
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate returns that are in line with the performance of Nifty 200 Momentum 30 Index, subject to tracking errors.
Fund Manager:
1) Priya Sridhar
Education: Ms. Sridhar has done B.Com and M.F.M
Experience: Prior to joining ICICI Prudential Mutual Fund, she has worked with ITI Mutual Fund and LIC Housing Finance Ltd
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | — |
| Min. SIP Investment (Rs) | — |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | — |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Aditya Birla (ABSL) Nifty 200 Momentum 30 ETF
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 12-Aug-22 |
| Return Since Launch | 17.06% |
| Benchmark | Nifty 200 Momentum 30 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 41 Cr |
| (As on 28-Feb-2025) | |
| Expense | 0.32% |
| (As on 28-Feb-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Aditya Birla Nifty 200 Momentum 30 ETF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Nifty 200 Momentum 30 ETF | -14.15 | -0.47 | 1.38 | -15.98 | -25.52 | -7.29 | — | — | — | — |
| BSE Large Mid Cap TRI | -3.36 | -0.73 | 4.32 | -3.68 | -12.28 | 6.79 | — | — | — | — |
| Equity: Large & MidCap | -8.82 | -0.53 | 3.22 | -9.14 | -16.68 | 4.41 | — | — | — | — |
| Rank within category | 50 | 24 | 60 | 56 | 53 | 48 | — | — | — | — |
| Number of funds in category | 65 | 71 | 67 | 65 | 59 | 54 | 36 | 27 | 20 | 18 |
Peer Comparison of Aditya Birla Nifty 200 Momentum 30 ETF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Nifty 200 Momentum 30 ETF | Unrated | -7.29 | — | — | 0.32 | 41 | 17.06 | — | 2Y 7M | — |
| ICICI Pru Nifty Alpha Low Volatility 30 ETF | Unrated | -2.93 | 15.46 | — | 0.41 | 1,539 | 18.54 | — | 4Y 7M | 72.00 |
| ICICI Pru Nifty Alpha Low Volatility 30 ETF FOF | 2 star | -3.44 | 14.83 | — | 0.53 | 814 | 9.84 | — | 3Y 6M | — |
| UTI Nifty200 Momentum 30 Index Reg | 1 star | -7.27 | 12.30 | — | 0.92 | 7,044 | 17.34 | — | 4Y | 119.00 |
| Nippon India Nifty Alpha Low Volatility 30 Index Reg | Unrated | -3.58 | — | — | 0.89 | 1,168 | 16.43 | — | 2Y 7M | 77.00 |
Portfolio Analysis of Aditya Birla (ABSL) Nifty 200 Momentum 30 ETF
| No. of Stocks | 30 |
| Top 10 Stocks | 51.45% |
| Top 5 Stocks | 27.20% |
| Top 3 Sectors | 64.23% |
| Portfolio P/B Ratio | 5.86 |
| Portfolio P/E Ratio | 37.96 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,60,532 | 1,49,030 |
| Giant (%) | 57.01 | 47.00 |
| Large (%) | 31.55 | 30.22 |
| Mid (%) | 11.45 | 21.56 |
| Small (%) | — | 4.37 |
| Tiny (%) | — | 0.07 |
Chanakya’s Mutual Fund Guidance For Aditya Birla Sun Life (ABSL) Nifty 200 Momentum 30 ETF
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