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) | ₹8943 Cr | ₹2021 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 | -3.57% | -1.19% |
| 6 Month | -1.23% | 3.72% |
| 1 Year | -11.28% | 4.33% |
| 3 Year | 16.12% | 12.72% |
| 5 Year | - | 13.79% |
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 | 1.4% | 2.91% |
| 1 Year | 10.58% | 14.87% |
| 3 Year | 10.89% | 12.7% |
| 5 Year | - | 12.47% |
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 | 13.34% | 12.78% |
| 3 Year | 20.81% | 15.07% |
| 5 Year | - | 17.21% |
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 | 17.81% | 12.40% |
| Sharp | 0.60% | 0.48% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.65% | -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 | 8.26 | 3.27 |
| Mid Cap | 34.52 | 3.18 |
| Large Cap | 57.22 | 93.55 |
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 | 0.04 | -0.49 |
| Financial Services | 50.4 | 34.32 |
| Healthcare | 7.99 | 4.66 |
| Consumer Cyclical | 6.99 | 10.87 |
| Basic Materials | 3.9 | 7.28 |
| Industrials | 14.3 | 7.84 |
| Technology | 9.7 | 9.02 |
| Communication Services | 5.21 | 4.41 |
| Consumer Defensive | 1.46 | 7.45 |
| Energy | - | 10.09 |
| Utilities | - | 4.01 |
| Real Estate | - | 0.55 |
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