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

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

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

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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) ₹346 Cr ₹8121 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 0.6 0.91
Manager Devender Singhal Sharwan Kumar Goyal
ISIN Code INF174KA1FX3 INF789F1AUS7
Exits Load Data not available./365 Data not available./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 -7.56% -10.34%
6 Month -11.01% -14.47%
1 Year 15.88% 5.47%
3 Year 14.69% 13.8%
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 -3.94% -13.04%
3 Year 20.68% 19.77%
5 Year - -

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 9.19% 19.39%
3 Year 22.16% 25.25%
5 Year - -

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%

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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 0.28 -0.44
Large Cap 91.8 69.34
Mid Cap 8.46 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 0.28 -0.44
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 -
Personal Products 4.36 -
Finance 12.26 -
Banks 5.9 -
Aerospace & Defense 4.1 -
Cement & Cement Products 3.59 -
Insurance 4.26 -
Power 6.62 -
Gas 3.42 -
Consumer Durables 2.48 -
Retailing 5.88 -
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 -
Petroleum Products 3.29 -
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 -
Transport Services 4.04 -
Ferrous Metals 1.93 -
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

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