HDFC NIFTY200 Momentum 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Low | Average |
Asset Size (Cr) | ₹705 Cr | ₹13 Cr | ₹ Cr |
Min Investment | ₹100 | ₹10000 | ₹200000 |
Min SIP Invesment | ₹100 | ₹200000 | ₹200000 |
Min Addl Investment | ₹100 | ₹1000 | ₹200000 |
Launch Date | 28 Feb 2024 | 09 Oct 2007 | 10 Mar 2025 |
Category | Index Fund | FMP | FMP |
Fund Type | Open Ended | Close Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | CRISIL Low Duration Debt | |
Turn Over | % | % | % |
Expense Ratio | 0.89 | 0.13 | |
Manager | Nirman Morakhia | ||
ISIN Code | INF179KC1IB6 | INF789F01FS9 | INF789F01FS9 |
Exits Load | Data not available./365 | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 |
Trailing Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
1 Month | 3.64% | 0.44% | 0.44% |
6 Month | -26.95% | 3.12% | 3.12% |
1 Year | -11.68% | 6.87% | 6.87% |
3 Year | - | 6.26% | 6.26% |
5 Year | - | 5.19% | 5.19% |
SIP Return Analysis
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
6 Month | -13.97% | 1.7% | 1.7% |
1 Year | -31.32% | 6.37% | 6.37% |
3 Year | - | 6.6% | 6.6% |
5 Year | - | 5.82% | 5.82% |
Rolling Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
1 Year | - | 7.42% | 7.42% |
3 Year | - | 7.65% | 7.65% |
5 Year | - | 7.79% | 7.79% |
Risk Management
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Standard Deviation | - | 0.391% | 0.391% |
Sharp | - | -1.552% | -1.552% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Name | Nirman Morakhia | ||
Total AUM | ₹0 Cr | ₹0 Cr | |
Funds Managed | 17 | 95 | |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Others | -0.21 | 100 | 100 |
Large Cap | 65.1 | - | - |
Mid Cap | 35.11 | - | - |
Sector Allocation
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Others | -0.21 | 100 | 100 |
Industrials | 6.65 | - | - |
Technology | 31.34 | - | - |
Healthcare | 13.95 | - | - |
Consumer Cyclical | 24.27 | - | - |
Financial Services | 8.83 | - | - |
Basic Materials | 2.76 | - | - |
Energy | 1.01 | - | - |
Communication Services | 9.24 | - | - |
Consumer Defensive | 2.16 | - | - |
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