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

Link copied to clipboard!

tortoise-icon HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund HDFC Index Fund-NIFTY 50 Plan - 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) ₹16593 Cr ₹6972 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 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 Exit load of 0.25% if redeemed within 3 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 1.06% 2%
6 Month 14.81% 23.89%
1 Year 30.71% 66.97%
3 Year 15.29% 25.29%
5 Year 18.52% -

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.36% 31.81%
3 Year 27.59% 64.81%
5 Year 56.72% 69.98%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 14.59% 18.99%
3 Year 12.84% 25.35%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Others 0.39 -0.44
Large Cap 99.61 69.34
Mid Cap - 31.12

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Others 0.39 -0.44
Petroleum Products 10.5 -
IT - Software 12.46 -
Construction 3.89 8.78
Ferrous Metals 2.18 -
Consumer Durables 2.56 -
Diversified FMCG 5.76 -
Non - Ferrous Metals 0.95 -
Banks 29.67 -
Pharmaceuticals & Biotechnology 3.55 -
Cement & Cement Products 2.18 -
Automobiles 8.02 -
Insurance 1.22 -
Agricultural Food & other Products 0.65 -
Oil 1 -
Food Products 1.46 -
Finance 3.43 -
Telecom - Services 3.63 -
Metals & Minerals Trading 0.78 -
Healthcare Services 0.58 -
Consumable Fuels 1.01 -
Power 3.11 -
Transport Infrastructure 1.02 -
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

Templeton India Equity Income Fund-Growth Plan Templeton India Equity Income Fund-Growth Plan

3Y Returns21.03%

VS

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns25.76%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.25%

VS

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns5.77%

VS

Nippon India Floating Rate Fund - Growth Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option

3Y Returns6.17%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.19%

VS

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

Compare Now
Request call back
Add to Cart Successfully