Nippon India Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1625 Cr | ₹7668 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 36% | 36% |
Expense Ratio | 0.8 | 0.92 |
Manager | Himanshu Mange | Sharwan Kumar Goyal |
ISIN Code | INF204KB15Z3 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.31% | 1.45% |
6 Month | -7.52% | -20.79% |
1 Year | 9.21% | -6.45% |
3 Year | 19.8% | 12.87% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.36% | -8.64% |
1 Year | -9.91% | -28.86% |
3 Year | 19.07% | 11.43% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.27% | 20.19% |
3 Year | 25.17% | 24.03% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.186% | 19.196% |
Sharp | 0.827% | 0.48% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Sharwan Kumar Goyal |
Total AUM | ₹0 Cr | ₹27732 Cr |
Funds Managed | 10 | 8 |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.09 |
Mid Cap | 87.5 | 35.1 |
Large Cap | 6.16 | 64.99 |
Small Cap | 6.33 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.09 |
Utilities | 2.01 | - |
Industrials | 19.51 | 5.96 |
Financial Services | 19.79 | 8.6 |
Basic Materials | 11.04 | 2.73 |
Technology | 10.24 | 31.12 |
Healthcare | 10.94 | 14.43 |
Consumer Cyclical | 12.96 | 24.56 |
Real Estate | 3.43 | - |
Energy | 2.6 | 0.91 |
Communication Services | 3.16 | 9.62 |
Consumer Defensive | 4.32 | 2.16 |
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