HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8121 Cr | ₹130 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 Next 50 TRI |
| Turn Over | 36% | 54% |
| Expense Ratio | 0.91 | 0.8 |
| Manager | Sharwan Kumar Goyal | Praveen Ayathan |
| ISIN Code | INF789F1AUS7 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 0.56% | 1.87% |
| 6 Month | -8.37% | -4.55% |
| 1 Year | 22.09% | 31.64% |
| 3 Year | 17.73% | 18.03% |
| 5 Year | - | - |
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.7% | 11.56% |
| 3 Year | 26.41% | 25.54% |
| 5 Year | - | - |
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 19.39% | 22.34% |
| 3 Year | 25.25% | 19.05% |
| 5 Year | - | - |
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.24% | 16.7% |
| Sharp | 1.12% | 0.92% |
| Beta | 1.16% | 1.15% |
| Alpha | 7.34% | 3.38% |
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| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth |
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.44 | 2.07 |
| Mid Cap | 31.12 | 9.78 |
| Large Cap | 69.34 | 88.15 |
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.44 | 0.11 |
| Healthcare | 16.13 | 2.47 |
| Construction | 8.78 | 2.6 |
| Financial | 12.93 | 19.27 |
| Automobile | 22.07 | 5.57 |
| Capital Goods | 18.83 | 18.48 |
| Consumer Staples | 2.61 | 9.91 |
| Materials | 5.71 | 4.12 |
| Services | 6.42 | 14.11 |
| Metals & Mining | 2.42 | 4.85 |
| Energy | 4.56 | 11.26 |
| Insurance | - | 3.42 |
| Chemicals | - | 2.24 |
| Diversified | - | 1.59 |
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