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
Overview
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) | ₹7668 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 | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | NIFTY Next 50 TRI |
Turn Over | 36% | 54% |
Expense Ratio | 0.92 | 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 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 1.45% | 3.82% |
6 Month | -20.79% | -11.02% |
1 Year | -6.45% | 5.1% |
3 Year | 12.87% | 14.31% |
5 Year | - | 22.82% |
SIP Return Analysis
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -8.64% | -1.24% |
1 Year | -28.86% | -12.86% |
3 Year | 11.43% | 17.43% |
5 Year | - | 17.19% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20.19% | 23.04% |
3 Year | 24.03% | 18.82% |
5 Year | - | - |
Risk Management
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.196% | 19.623% |
Sharp | 0.48% | 0.365% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 8 | 5 |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.09 | -0.01 |
Large Cap | 64.99 | 88.52 |
Mid Cap | 35.1 | 11.49 |
Sector Allocation
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.09 | -0.01 |
Industrials | 5.96 | 14.79 |
Technology | 31.12 | 2.41 |
Healthcare | 14.43 | 5.55 |
Consumer Cyclical | 24.56 | 12.23 |
Financial Services | 8.6 | 23.97 |
Basic Materials | 2.73 | 9.75 |
Energy | 0.91 | 2.13 |
Communication Services | 9.62 | 2.67 |
Consumer Defensive | 2.16 | 10.67 |
Utilities | - | 12.26 |
Real Estate | - | 3.59 |
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