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) | ₹737 Cr | ₹8543 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 | 1.24% | -0.89% |
6 Month | 8.67% | 1.1% |
1 Year | 3.14% | -14.35% |
3 Year | 16.73% | 22.63% |
5 Year | 19.06% | - |
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 | 6.49% | 7.24% |
1 Year | 10.08% | -4.88% |
3 Year | 13.8% | 14.73% |
5 Year | 14.03% | - |
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 | 12.72% | 16.74% |
3 Year | 12.59% | 21.26% |
5 Year | 12.58% | - |
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 | 12.59% | 18.31% |
Sharp | 0.86% | 0.97% |
Beta | 0.99% | 1.00% |
Alpha | -0.64% | -0.65% |
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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 | 1.25 | 7.77 |
Large Cap | 97.65 | 60.01 |
Mid Cap | 1.1 | 32.22 |
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 | 0.46 | 1.04 |
Energy | 10.78 | 0.99 |
Technology | 11.2 | 28.62 |
Industrials | 6 | 6.58 |
Basic Materials | 5.77 | 2.63 |
Consumer Defensive | 6.71 | 2.23 |
Financial Services | 37.45 | 10.46 |
Healthcare | 3.64 | 13.92 |
Consumer Cyclical | 11 | 24.11 |
Communication Services | 4.43 | 9.42 |
Utilities | 2.57 | - |
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