Axis Nifty 100 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8131 Cr | ₹1903 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Mar 2021 | 18 Oct 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 200 Momentum 30 TRI | NIFTY 100 TRI |
Turn Over | 36% | 9.69% |
Expense Ratio | 0.92 | 0.92 |
Manager | Sharwan Kumar Goyal | Ashish Naik |
ISIN Code | INF789F1AUS7 | INF846K01S52 |
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 | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.89% | 1.97% |
6 Month | 15.63% | 13.07% |
1 Year | -15.42% | -2.31% |
3 Year | 15.27% | 12.12% |
5 Year | - | 17.23% |
SIP Return Analysis
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.91% | 3.09% |
1 Year | 0.27% | 9.77% |
3 Year | 12.42% | 12.75% |
5 Year | - | 12.82% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.77% | 15.04% |
3 Year | 21.85% | 15.4% |
5 Year | - | 16.98% |
Risk Management
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.83% | 12.84% |
Sharp | 0.53% | 0.40% |
Beta | 1.00% | 1.00% |
Alpha | -0.66% | -0.95% |
Fund Managers
Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sharwan Kumar Goyal | Ashish Naik |
Total AUM | ₹27732 Cr | ₹82854 Cr |
Funds Managed | 8 | 12 |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.72 | 3.12 |
Mid Cap | 34.55 | 2.58 |
Large Cap | 57.73 | 94.3 |
Sector Allocation
Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.1 | 0.35 |
Financial Services | 49.24 | 34.78 |
Healthcare | 8.87 | 4.2 |
Consumer Cyclical | 6.31 | 11.2 |
Basic Materials | 4.6 | 6.77 |
Industrials | 15.04 | 7.37 |
Technology | 9.36 | 8.99 |
Communication Services | 5.04 | 4.25 |
Consumer Defensive | 1.43 | 7.93 |
Energy | - | 9.6 |
Utilities | - | 3.94 |
Real Estate | - | 0.62 |
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