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

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tortoise-icon UTI Nifty 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 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 -3.19% -7.78%
6 Month 10.11% 6.97%
1 Year 25.2% 46.4%
3 Year 10.98% 17.51%
5 Year 16.04% -

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 13.17% 18.82%
3 Year 16.5% 29.96%
5 Year 17.73% -

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 13.56% 19.39%
3 Year 13.19% 25.25%
5 Year 12.86% -

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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