UTI Nifty 200 Momentum 30 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

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

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) ₹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

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 0.56% 1.87%
6 Month -8.37% -4.55%
1 Year 22.09% 31.64%
3 Year 17.73% 18.03%
5 Year - -

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 - -
1 Year 4.7% 11.56%
3 Year 26.41% 25.54%
5 Year - -

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 19.39% 22.34%
3 Year 25.25% 19.05%
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 17.24% 16.7%
Sharp 1.12% 0.92%
Beta 1.16% 1.15%
Alpha 7.34% 3.38%

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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
Fund Manage 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 -0.44 2.07
Mid Cap 31.12 9.78
Large Cap 69.34 88.15

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.44 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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