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DSP Nifty 50 Equal Weight Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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