Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan IDCW Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹744 Cr ₹8199 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Aug 2000 10 Mar 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 18.1% 36%
Expense Ratio 0.63 0.92
Manager Sandeep Manam Sharwan Kumar Goyal
ISIN Code INF090I01890 INF789F1AUS7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -0.2% -0.04%
6 Month 8.94% 8.51%
1 Year 2.14% -14.47%
3 Year 11.99% 17.12%
5 Year 17.4% -

SIP Return Analysis

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month 2.36% 2.77%
1 Year 5.36% -7.03%
3 Year 11.56% 11.76%
5 Year 12.48% -

Rolling Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 12.61% 14.77%
3 Year 12.69% 21.85%
5 Year 12.64% -

Risk Management

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.05% 18.22%
Sharp 0.58% 0.71%
Beta 0.99% 1.00%
Alpha -0.65% -0.66%

Fund Managers

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Sandeep Manam Sharwan Kumar Goyal
Total AUM ₹74256 Cr ₹27732 Cr
Funds Managed 20 8
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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

Others 3.45 7.72
Large Cap 95.41 57.73
Mid Cap 1.13 34.55

Sector Allocation

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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

Others 0.6 0.1
Energy 10.5 -
Technology 10.38 9.36
Industrials 5.88 15.04
Basic Materials 6.08 4.6
Consumer Defensive 6.7 1.43
Financial Services 37.68 49.24
Healthcare 3.75 8.87
Consumer Cyclical 11.23 6.31
Communication Services 4.62 5.04
Utilities 2.57 -

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.09%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns7.27%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns28.82%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns26.47%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns6.95%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns6.98%

Compare Now

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.75%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns5.73%

Compare Now
Add to Cart Successfully