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Overview

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The Aditya Birla Sun Life Nifty 200 Momentum 30 ETF, managed by Aditya Birla Sun Life Asset Management Company Limited, aims to replicate the Nifty 200 Momentum 30 Index's performance.

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This open-ended ETF employs a momentum investment strategy, targeting stocks that exhibit strong price trends, with a tracking benchmark of the Nifty 200 Momentum 30 TRI.

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The fund's portfolio is heavily concentrated in the finance sector, comprising 17.85% in finance and 14.75% in banks, indicating potential concentration risks in market downturns.

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Performance over the last year shows a decline of -5.1%, while the 3-year CAGR stands at an impressive 16.8%, reflecting the fund's resilience against market fluctuations.

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With a fund size of ₹45.17 Cr and an expense ratio of 0.29%, it offers cost-efficient access to momentum strategies, while the tracking error of 0.26% suggests effective benchmark alignment.

AMC

Aditya Birla Sun Life Asset Managemen...

Manager

Ms. Priya Sridhar

Benchmark

Nifty 200 Momentum 30 TRI

Fund Size

45

Expense Ratio (%)

0.29%

Tracking Error (%)

0.26%

PE

Beta

High Risk

Volatility

0.18

Dividend Yield (%)

52W Low

25.82

52W High

36.25

Standard Deviation

1.116

Risk Level

Technicals

Bearish

RSI

37.38

EMA 50

31.80

EMA 200

30.85

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

3

Neutral

8

Bullish

3

Overall

BearishNeutralBullish

Bearish

Bearish

20

Neutral

8

Bullish

18

Moving Averages

BearishNeutralBullish

Bearish

Bearish

17

Neutral

0

Bullish

15

Overall

BearishNeutralBullish

Bearish

Bearish

20

Neutral

8

Bullish

18

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Bajaj Finance Limited5.64%
Bajaj Finserv Limited5.23%
Bharat Electronics Limited5.22%
InterGlobe Aviation Limited5.20%
SBI Life Insurance Company Limited5.06%
HDFC Life Insurance Company Limited5.05%
HDFC Bank Limited5.04%
Bharti Airtel Limited5.01%
ICICI Bank Limited4.96%
Kotak Mahindra Bank Limited4.75%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents