HDFC Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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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