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HDFC Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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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 HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹18383 Cr ₹7668 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Jul 2002 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 8.28% 36%
Expense Ratio 0.36 0.92
Manager Arun Agarwal Sharwan Kumar Goyal
ISIN Code INF179K01KZ8 INF789F1AUS7
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -0.88% -4.69%
6 Month -7.79% -22.29%
1 Year 4.18% -4.9%
3 Year 10.64% 13.74%
5 Year 14.26% -

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -5.11% -26.08%
3 Year 10.76% 13.57%
5 Year 14.23% -

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 14.46% 20.19%
3 Year 12.72% 24.03%
5 Year 12.47% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.711% 19.196%
Sharp 0.435% 0.48%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Arun Agarwal Sharwan Kumar Goyal
Total AUM ₹110478 Cr ₹27732 Cr
Fund Manage 14 8
HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.06 -0.44
Large Cap 98.76 69.34
Mid Cap 1.3 31.12

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.06 -0.44
Petroleum Products 8.3 -
IT - Software 14.06 -
Construction 4 8.78
Ferrous Metals 1.9 -
Consumer Durables 2.24 -
Diversified FMCG 6.19 -
Non - Ferrous Metals 0.83 -
Banks 30.03 -
Pharmaceuticals & Biotechnology 3.51 -
Cement & Cement Products 2.09 -
Automobiles 7.38 -
Insurance 1.21 -
Agricultural Food & other Products 0.56 -
Oil 0.87 -
Food Products 1.26 -
Aerospace & Defense 0.99 -
Finance 3.37 -
Telecom - Services 4.01 -
Metals & Minerals Trading 0.59 -
Healthcare Services 0.7 -
Consumable Fuels 0.82 -
Power 2.81 -
Transport Infrastructure 0.85 -
Retailing 1.49 -
Healthcare - 16.13
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

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