Kotak Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹291 Cr ₹6972 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 58.83% 36%
Expense Ratio 0.84 0.92
Manager Devender Singhal Sharwan Kumar Goyal
ISIN Code INF174KA1FX3 INF789F1AUS7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 2.35% 2%
6 Month 28.46% 23.89%
1 Year 68.79% 66.97%
3 Year 23.05% 25.29%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 32.73% 31.81%
3 Year 56.94% 64.81%
5 Year 60.81% 69.98%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 21.73% 24.08%
3 Year 63.51% 70.45%
5 Year 65.39% 72%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 17.24%
Sharp 0.94% 1.12%
Beta 1.14% 1.16%
Alpha 3.77% 7.34%

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 Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Devender Singhal Sharwan Kumar Goyal
Total AUM ₹20480 Cr ₹27732 Cr
Fund Manage 12 8
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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

Others 0.38 -0.44
Large Cap 86.23 69.34
Mid Cap 13.28 31.12

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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

Others 0.38 -0.44
Electrical Equipment 5.2 -
Pharmaceuticals & Biotechnology 2.41 -
Personal Products 5.72 -
Finance 12.7 -
Banks 5.79 -
Aerospace & Defense 9.52 -
Cement & Cement Products 3.51 -
Insurance 3.34 -
Gas 3.08 -
Consumer Durables 2.74 -
Retailing 10.83 -
Agricultural Food & other Products 1.45 -
Beverages 2.87 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Power 5.82 -
Realty 2.43 -
Chemicals & Petrochemicals 3.83 -
Auto Components 3.69 -
Leisure Services 1.38 -
Automobiles 2.52 -
Transport Services 3.21 -
Ferrous Metals 1.76 -
Healthcare - 16.13
Construction - 8.78
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

Top Comparisons

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns14.08%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns18.53%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

VS

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns3.44%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns5.56%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns5.64%

Compare Now
Request call back
Add to Cart Successfully