HDFC NIFTY200 Momentum 30 Index Fund vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Low to Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹705 Cr | ₹2 Cr | ₹2 Cr |
Min Investment | ₹100 | ₹10000 | ₹10000 |
Min SIP Invesment | ₹100 | ₹0 | ₹0 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 28 Feb 2024 | 07 Aug 2008 | 07 Aug 2008 |
Category | Index Fund | FMP | FMP |
Fund Type | Open Ended | Close Ended | Close Ended |
Benchmark | Nifty 200 Momentum 30 TRI | CRISIL Liquid TRI | CRISIL Liquid TRI |
Turn Over | % | % | % |
Expense Ratio | 0.89 | 0.14 | 0.14 |
Manager | Nirman Morakhia | ||
ISIN Code | INF179KC1IB6 | INF789F01GW9 | INF789F01GW9 |
Exits Load | Data not available./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
1 Month | -4.7% | 0.49% | 0.49% |
6 Month | -22.68% | 3.03% | 3.03% |
1 Year | - | 6.36% | 6.36% |
3 Year | - | 5.95% | 5.95% |
5 Year | - | 4.7% | 4.7% |
SIP Return Analysis
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
6 Month | - | - | - |
1 Year | - | 6.1% | 6.1% |
3 Year | - | 6.29% | 6.29% |
5 Year | - | 5.54% | 5.54% |
Rolling Lumpsum Returns
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
1 Year | - | 6.87% | 6.87% |
3 Year | - | 7.29% | 7.29% |
5 Year | - | 7.6% | 7.6% |
Risk Management
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Standard Deviation | - | 0.32% | 0.32% |
Sharp | - | -5.131% | -5.131% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Name | Nirman Morakhia | ||
Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
Fund Manage | 17 | 95 | 95 |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Others | -0.47 | 100 | - |
Mid Cap | 31.12 | - | - |
Large Cap | 69.35 | - | - |
Sector Allocation
Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
---|---|---|---|
Others | -0.47 | 100 | - |
Healthcare | 16.13 | - | - |
Construction | 8.79 | - | - |
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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