UTI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 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 UTI Nifty Next 50 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 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6972 Cr ₹4360 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Mar 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark Nifty 200 Momentum 30 TRI Nifty Next 50 TRI
Turn Over 36% 49%
Expense Ratio 0.92 0.79
Manager Sharwan Kumar Goyal Deepesh Agarwal
ISIN Code INF789F1AUS7 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 2% 2.36%
6 Month 23.89% 28.54%
1 Year 66.97% 69.03%
3 Year 25.29% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 31.81% 32.87%
3 Year 64.81% 56.87%
5 Year 69.98% 91.94%

Rolling Lumpsum Returns

Scheme Name UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 24.08% 24.53%
3 Year 70.45% 62.34%
5 Year 72% 97.82%

Risk Management

Scheme Name UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.24% 16.75%
Sharp 1.12% 0.93%
Beta 1.16% 1.15%
Alpha 7.34% 3.56%

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Fund Managers

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

Market Cap

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.44 1.96
Mid Cap 31.12 9.8
Large Cap 69.34 88.22

Sector Allocation

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.44 -
Healthcare 16.13 2.47
Construction 8.78 2.6
Financial 12.93 19.29
Automobile 22.07 5.58
Capital Goods 18.83 18.49
Consumer Staples 2.61 9.91
Materials 5.71 4.13
Services 6.42 14.13
Metals & Mining 2.42 4.85
Energy 4.56 11.27
Insurance - 3.43
Chemicals - 2.24
Diversified - 1.59

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