UTI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹7668 Cr | ₹4581 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Mar 2021 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | Nifty Next 50 TRI |
Turn Over | 36% | 49% |
Expense Ratio | 0.92 | 0.8 |
Manager | Sharwan Kumar Goyal | Deepesh Agarwal |
ISIN Code | INF789F1AUS7 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./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 | -4.69% | -4.57% |
6 Month | -22.29% | -18.49% |
1 Year | -4.9% | 3.51% |
3 Year | 13.74% | 14.55% |
5 Year | - | 15.99% |
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 | -26.89% | -21.04% |
3 Year | 13.32% | 13.6% |
5 Year | - | 15.74% |
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 | 20.19% | 10.44% |
3 Year | 24.03% | 17.14% |
5 Year | - | 17.42% |
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 | 19.196% | 18.747% |
Sharp | 0.48% | 0.526% |
Beta | - | - |
Alpha | - | - |
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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 | - |
Mid Cap | 31.12 | 11.04 |
Large Cap | 69.34 | 88.98 |
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 | - |
Construction | 8.78 | - |
Financial | 12.93 | - |
Automobile | 22.07 | - |
Capital Goods | 18.83 | - |
Consumer Staples | 2.61 | - |
Materials | 5.71 | - |
Services | 6.42 | - |
Metals & Mining | 2.42 | - |
Energy | 4.56 | - |
Electrical Equipment | - | 5.06 |
Pharmaceuticals & Biotechnology | - | 5.46 |
Personal Products | - | 2.9 |
Finance | - | 14.48 |
Banks | - | 5.62 |
Aerospace & Defense | - | 3.25 |
Cement & Cement Products | - | 2.89 |
Insurance | - | 3.61 |
Power | - | 9.38 |
Gas | - | 2.97 |
Consumer Durables | - | 1.74 |
Retailing | - | 12.84 |
Beverages | - | 5.47 |
Diversified Metals | - | 3.09 |
IT - Software | - | 2.12 |
Petroleum Products | - | 2.09 |
Realty | - | 3.76 |
Chemicals & Petrochemicals | - | 1.83 |
Auto Components | - | 3.1 |
Leisure Services | - | 0.97 |
Automobiles | - | 2.28 |
Transport Services | - | 3.66 |
Ferrous Metals | - | 1.45 |
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