BANDHAN Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | 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) | ₹1953 Cr | ₹8131 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Apr 2010 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 5% | 36% |
Expense Ratio | 0.6 | 0.92 |
Manager | Nemish Sheth | Sharwan Kumar Goyal |
ISIN Code | INF194K01920 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.76% | 1.89% |
6 Month | 12.52% | 15.63% |
1 Year | -0.57% | -15.42% |
3 Year | 12.43% | 15.27% |
5 Year | 17.44% | - |
SIP Return Analysis
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.09% | 2.91% |
1 Year | 10.51% | 0.27% |
3 Year | 12.39% | 12.42% |
5 Year | 12.81% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.5% | 14.77% |
3 Year | 13.07% | 21.85% |
5 Year | 12.86% | - |
Risk Management
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.11% | 17.83% |
Sharp | 0.44% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -0.69% | -0.66% |
Fund Managers
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Nemish Sheth | Sharwan Kumar Goyal |
Total AUM | ₹5843 Cr | ₹27732 Cr |
Funds Managed | 9 | 8 |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.17 | 7.72 |
Large Cap | 95.69 | 57.73 |
Mid Cap | 1.14 | 34.55 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.31 | 0.1 |
Energy | 10.52 | - |
Technology | 10.42 | 9.36 |
Industrials | 5.91 | 15.04 |
Basic Materials | 6.11 | 4.6 |
Consumer Defensive | 6.73 | 1.43 |
Financial Services | 37.74 | 49.24 |
Healthcare | 3.77 | 8.87 |
Consumer Cyclical | 11.28 | 6.31 |
Communication Services | 4.63 | 5.04 |
Utilities | 2.58 | - |
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