DSP Nifty 50 Equal Weight Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Nifty 50 Equal Weight 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) | ₹2391 Cr | ₹8707 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2017 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight Total Return Index | Nifty 200 Momentum 30 TRI |
| Turn Over | 25% | 36% |
| Expense Ratio | 0.91 | 0.92 |
| Manager | Anil Ghelani | Sharwan Kumar Goyal |
| ISIN Code | INF740KA1CO4 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.52% | 1.46% |
| 6 Month | 7.75% | 2.63% |
| 1 Year | 8.9% | -8.83% |
| 3 Year | 15.95% | 16.5% |
| 5 Year | 19% | - |
SIP Return Analysis
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.33% | 3.97% |
| 1 Year | 19.05% | 13.88% |
| 3 Year | 15.46% | 12.16% |
| 5 Year | 15.91% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.92% | 13.34% |
| 3 Year | 18.13% | 20.81% |
| 5 Year | 18.29% | - |
Risk Management
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.13% | 17.81% |
| Sharp | 0.94% | 0.58% |
| Beta | 1.03% | 1.00% |
| Alpha | 1.59% | -0.66% |
Fund Managers
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Ghelani | Sharwan Kumar Goyal |
| Total AUM | ₹0 Cr | ₹27732 Cr |
| Funds Managed | 5 | 8 |
| DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | 8.27 |
| Large Cap | 99.98 | 57.81 |
| Mid Cap | - | 33.92 |
Sector Allocation
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | 0.03 |
| Petroleum Products | 2.1 | - |
| IT - Software | 9.9 | - |
| Construction | 2.15 | - |
| Ferrous Metals | 4.1 | - |
| Consumer Durables | 4.18 | - |
| Healthcare Services | 3.92 | - |
| Diversified FMCG | 3.93 | - |
| Non - Ferrous Metals | 2.21 | - |
| Banks | 10.11 | - |
| Pharmaceuticals & Biotechnology | 5.77 | - |
| Cement & Cement Products | 3.93 | - |
| Automobiles | 9.71 | - |
| Insurance | 3.96 | - |
| Agricultural Food & other Products | 2 | - |
| Oil | 2.07 | - |
| Food Products | 2.1 | - |
| Aerospace & Defense | 2.05 | - |
| Finance | 8.34 | - |
| Telecom - Services | 2.06 | - |
| Metals & Minerals Trading | 1.87 | - |
| Consumable Fuels | 1.92 | - |
| Transport Services | 1.93 | - |
| Power | 3.89 | - |
| Transport Infrastructure | 2 | - |
| Retailing | 3.78 | - |
| Financial Services | - | 49.57 |
| Healthcare | - | 8.29 |
| Consumer Cyclical | - | 7.01 |
| Basic Materials | - | 4.22 |
| Industrials | - | 14.59 |
| Technology | - | 9.62 |
| Communication Services | - | 5.2 |
| Consumer Defensive | - | 1.47 |
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