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

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

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UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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

Chart Comparison

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

Overview

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	UTI Nifty 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)	₹18345 Cr	₹6972 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	06 Mar 2000	10 Mar 2021
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	Nifty 200 Momentum 30 TRI
Turn Over	5%	36%
Expense Ratio	0.38	0.92
Manager	Deepesh Agarwal	Sharwan Kumar Goyal
ISIN Code	INF789F01JN2	INF789F1AUS7
Exits Load	Nil/365	Nil/365

Trailing Lumpsum Returns

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	1.07%	2%
6 Month	14.81%	23.89%
1 Year	30.71%	66.97%
3 Year	15.4%	25.29%
5 Year	18.71%	-

SIP Return Analysis

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.34%	31.81%
3 Year	27.69%	64.81%
5 Year	57.22%	69.98%

Rolling Lumpsum Returns

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	19.22%	24.08%
3 Year	45.66%	70.45%
5 Year	63.19%	72%

Risk Management

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.47%	17.24%
Sharp	0.69%	1.12%
Beta	0.99%	1.16%
Alpha	-1.72%	7.34%

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Fund Managers

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name	Deepesh Agarwal	Sharwan Kumar Goyal
Total AUM	₹35015 Cr	₹27732 Cr
Fund Manage	9	8
	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	1.03	-0.44
Large Cap	98.26	69.34
Mid Cap	0.67	31.12

Sector Allocation

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	0.19	-0.44
Energy	14.5	4.56
Technology	12.03	-
Construction	4.36	8.78
Metals & Mining	3.23	2.42
Materials	4.45	5.71
Consumer Staples	8.01	2.61
Financial	32.84	12.93
Healthcare	4.19	16.13
Automobile	8.04	22.07
Insurance	1.21	-
Consumer Discretionary	1.36	-
Communication	3.59	-
Services	1.96	6.42
Capital Goods	-	18.83

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