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

Link copied to clipboard!

tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

Invest Now

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

Invest Now

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 Very High
Asset Size (Cr) ₹18105 Cr ₹8121 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 0.91
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 -2.33% -10.34%
6 Month -5.88% -14.47%
1 Year 7.31% 5.47%
3 Year 10.15% 13.8%
5 Year 14.3% -

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 -0.38% -13.04%
3 Year 12.36% 19.77%
5 Year 15.17% -

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 14.52% 19.39%
3 Year 12.79% 25.25%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 17.24%
Sharp 0.68% 1.12%
Beta 0.99% 1.16%
Alpha -1.8% 7.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -0.03 -0.44
Large Cap 100.03 69.34
Mid Cap - 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 -0.03 -0.44
Petroleum Products 8.61 -
IT - Software 13.75 -
Construction 4.05 8.78
Ferrous Metals 1.97 -
Consumer Durables 2.28 -
Diversified FMCG 6.15 -
Non - Ferrous Metals 0.88 -
Banks 30.01 -
Pharmaceuticals & Biotechnology 3.24 -
Cement & Cement Products 2.08 -
Automobiles 7.44 -
Insurance 1.24 -
Agricultural Food & other Products 0.58 -
Oil 0.92 -
Food Products 1.28 -
Aerospace & Defense 1.02 -
Finance 3.28 -
Telecom - Services 4.03 -
Metals & Minerals Trading 0.54 -
Healthcare Services 0.64 -
Consumable Fuels 0.87 -
Power 2.97 -
Transport Infrastructure 0.81 -
Retailing 1.39 -
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

Top Comparisons

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns9.24%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns10.37%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns12.98%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns12.42%

VS

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns10.02%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.19%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns12.19%

Compare Now
Request call back
Add to Cart Successfully