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) | ₹775 Cr | ₹8943 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 | 0.68% | -1.12% |
| 6 Month | 5.13% | 0.84% |
| 1 Year | 6.85% | -10.47% |
| 3 Year | 12.64% | 16.09% |
| 5 Year | 14.51% | - |
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 | 3.61% | 1.4% |
| 1 Year | 16.2% | 10.58% |
| 3 Year | 12.88% | 10.89% |
| 5 Year | 12.69% | - |
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 | 12.69% | 13.34% |
| 3 Year | 12.86% | 20.81% |
| 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 | 11.47% | 17.81% |
| Sharp | 0.51% | 0.60% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.65% |
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 | 3.91 | 8.26 |
| Large Cap | 94.71 | 57.22 |
| Mid Cap | 1.38 | 34.52 |
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 | 0.68 | 0.04 |
| Energy | 10.64 | - |
| Technology | 9.88 | 9.7 |
| Industrials | 7.24 | 14.3 |
| Basic Materials | 6.37 | 3.9 |
| Healthcare | 4.22 | 7.99 |
| Consumer Defensive | 6.69 | 1.46 |
| Financial Services | 36.25 | 50.4 |
| Consumer Cyclical | 10.84 | 6.99 |
| Communication Services | 4.74 | 5.21 |
| Utilities | 2.45 | - |
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