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) | ₹742 Cr | ₹8204 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 | 5.38% | 6.54% |
| 6 Month | 8.7% | 10.23% |
| 1 Year | 8.17% | -7.13% |
| 3 Year | 14.06% | 17.35% |
| 5 Year | 17.38% | - |
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 | 3.43% | 2.93% |
| 1 Year | 14.76% | 8.68% |
| 3 Year | 13.41% | 13.38% |
| 5 Year | 13.3% | - |
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 | 12.5% | 13.34% |
| 3 Year | 12.67% | 20.81% |
| 5 Year | 12.68% | - |
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 | 11.69% | 17.76% |
| Sharp | 0.58% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -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 | 3.23 | 8.14 |
| Large Cap | 95.38 | 58.08 |
| Mid Cap | 1.4 | 33.77 |
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 | 0.11 | 0 |
| Energy | 10.35 | - |
| Technology | 9.89 | 9.1 |
| Industrials | 7.08 | 14.97 |
| Basic Materials | 6.31 | 4.4 |
| Healthcare | 4.29 | 7.9 |
| Consumer Defensive | 6.78 | 1.44 |
| Financial Services | 36.43 | 50.03 |
| Consumer Cyclical | 11.66 | 7.15 |
| Communication Services | 4.53 | 5.01 |
| Utilities | 2.55 | - |
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