Franklin India Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 | 1.8% | 1.73% |
6 Month | 11.7% | 13.05% |
1 Year | 1.08% | -14.53% |
3 Year | 12.41% | 15.79% |
5 Year | 17.35% | - |
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 | 2.37% | 2.42% |
1 Year | 6.57% | -5.06% |
3 Year | 11.38% | 10.95% |
5 Year | 12.3% | - |
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 | 12.03% | 17.83% |
Sharp | 0.44% | 0.53% |
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 | - |
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