HSBC NIFTY 50 INDEX FUND vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7668 Cr | ₹293 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Mar 2021 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | NIFTY 50 TRI |
Turn Over | 36% | 8% |
Expense Ratio | 0.92 | 0.45 |
Manager | Sharwan Kumar Goyal | Praveen Ayathan |
ISIN Code | INF789F1AUS7 | INF917K01D38 |
Exits Load | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -4.69% | -0.86% |
6 Month | -22.29% | -7.82% |
1 Year | -4.9% | 4.09% |
3 Year | 13.74% | 10.55% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -26.08% | -5.17% |
3 Year | 13.57% | 10.68% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20.19% | 19.31% |
3 Year | 24.03% | 15.84% |
5 Year | - | - |
Risk Management
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.196% | 12.699% |
Sharp | 0.48% | 0.429% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Sharwan Kumar Goyal | Praveen Ayathan |
Total AUM | ₹27732 Cr | ₹3762 Cr |
Fund Manage | 8 | 5 |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.44 | -0.02 |
Mid Cap | 31.12 | 1.3 |
Large Cap | 69.34 | 98.72 |
Sector Allocation
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.44 | -0.02 |
Healthcare | 16.13 | - |
Construction | 8.78 | 4 |
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 | - |
Petroleum Products | - | 8.3 |
IT - Software | - | 14.06 |
Ferrous Metals | - | 1.89 |
Consumer Durables | - | 2.24 |
Diversified FMCG | - | 6.19 |
Non - Ferrous Metals | - | 0.82 |
Banks | - | 30.03 |
Pharmaceuticals & Biotechnology | - | 3.51 |
Cement & Cement Products | - | 2.08 |
Automobiles | - | 7.37 |
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 |
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