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) | ₹1999 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 | 1.32% | 2.48% |
6 Month | 9.76% | 14.46% |
1 Year | 3.1% | -14.98% |
3 Year | 14.67% | 18.68% |
5 Year | 17.4% | - |
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 | 1.51% | 1.6% |
1 Year | 11.19% | 5.16% |
3 Year | 12.06% | 12.07% |
5 Year | 12.51% | - |
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 | 11.32% | 13.34% |
3 Year | 13.01% | 20.81% |
5 Year | 12.91% | - |
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 | 11.78% | 17.76% |
Sharp | 0.58% | 0.57% |
Beta | 1.00% | 1.00% |
Alpha | -0.70% | -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 | 2.95 | 7.78 |
Large Cap | 95.91 | 57.78 |
Mid Cap | 1.13 | 34.44 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.12 | 0.06 |
Energy | 10.41 | - |
Technology | 10.5 | 9.8 |
Industrials | 5.88 | 14.56 |
Basic Materials | 6.29 | 4.52 |
Consumer Defensive | 6.95 | 1.43 |
Financial Services | 36.78 | 49.03 |
Healthcare | 3.74 | 8.4 |
Consumer Cyclical | 12.16 | 7.12 |
Communication Services | 4.65 | 5.07 |
Utilities | 2.53 | - |
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