UTI Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹20351 Cr | ₹7668 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 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 | 0.25 | 0.92 |
Manager | Deepesh Agarwal | Sharwan Kumar Goyal |
ISIN Code | INF789F01JN2 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./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 | 5.43% | 5.42% |
6 Month | -9.32% | -25.32% |
1 Year | 4.83% | -10.09% |
3 Year | 10.6% | 11.58% |
5 Year | 24.07% | - |
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 | -1.2% | -13.76% |
1 Year | -3.14% | -30.71% |
3 Year | 12.05% | 12.22% |
5 Year | 14.33% | - |
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 | 13.52% | 20.19% |
3 Year | 13.1% | 24.03% |
5 Year | 12.93% | - |
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 | 13.113% | 19.196% |
Sharp | 0.35% | 0.48% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 0.7 | -0.09 |
Large Cap | 98.02 | 64.99 |
Mid Cap | 1.28 | 35.1 |
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 | -0.17 | -0.09 |
Energy | 10.95 | 0.91 |
Technology | 13.17 | 31.12 |
Industrials | 5.45 | 5.96 |
Basic Materials | 6.03 | 2.73 |
Consumer Defensive | 7.65 | 2.16 |
Financial Services | 36.6 | 8.6 |
Healthcare | 3.83 | 14.43 |
Consumer Cyclical | 9.62 | 24.56 |
Communication Services | 4.25 | 9.62 |
Utilities | 2.64 | - |
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