Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC NIFTY 50 INDEX FUND vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 - -

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 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

Top Comparisons

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns18.19%

VS

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns22.48%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns6.5%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.9%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.92%

VS

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns6.5%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns16.91%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns13.98%

Compare Now
Add to Cart Successfully