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) | ₹2198 Cr | ₹8199 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 | 0.07% | -2.3% |
6 Month | 13.12% | 11.06% |
1 Year | -3.66% | -19.57% |
3 Year | 16.07% | 16.02% |
5 Year | 21.01% | - |
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 | 1.64% | -1.11% |
1 Year | 6.26% | -9.17% |
3 Year | 13.98% | 10.25% |
5 Year | 15.98% | - |
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 | 8.82% | 14.77% |
3 Year | 18.46% | 21.85% |
5 Year | 17.56% | - |
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 | 13.33% | 18.22% |
Sharp | 0.73% | 0.71% |
Beta | - | 1.00% |
Alpha | - | -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 | 4.09 | 7.72 |
Large Cap | 91.78 | 57.73 |
Mid Cap | 4.13 | 34.55 |
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 | 0.24 | 0.1 |
Energy | 7.88 | - |
Technology | 9.08 | 9.36 |
Industrials | 5.98 | 15.04 |
Basic Materials | 12.47 | 4.6 |
Consumer Defensive | 8.12 | 1.43 |
Financial Services | 23.85 | 49.24 |
Healthcare | 8.29 | 8.87 |
Consumer Cyclical | 17.99 | 6.31 |
Communication Services | 1.99 | 5.04 |
Utilities | 4.1 | - |
Top Comparisons
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.63%
DSP Multicap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.41%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.75%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.27%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns16.75%