HDFC Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21043 Cr | ₹8543 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Jul 2002 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 8.28% | 36% |
Expense Ratio | 0.36 | 0.92 |
Manager | Arun Agarwal | Sharwan Kumar Goyal |
ISIN Code | INF179K01KZ8 | INF789F1AUS7 |
Exits Load | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.66% | -6.38% |
6 Month | 5.13% | 1.05% |
1 Year | -0.89% | -18.65% |
3 Year | 13.13% | 17.95% |
5 Year | 18.15% | - |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.39% | 4.14% |
1 Year | 6.1% | -6.89% |
3 Year | 13.13% | 13.95% |
5 Year | 13.87% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.08% | 14.77% |
3 Year | 12.8% | 21.85% |
5 Year | 12.57% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.68% | 18.31% |
Sharp | 0.87% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.43% | -0.65% |
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Fund Managers
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Arun Agarwal | Sharwan Kumar Goyal |
Total AUM | ₹110478 Cr | ₹27732 Cr |
Funds Managed | 14 | 8 |
HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.26 | 7.77 |
Large Cap | 95.62 | 57.12 |
Mid Cap | 1.13 | 35.11 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.26 | -0.01 |
Energy | 10.94 | 0 |
Technology | 11.18 | 8.96 |
Industrials | 5.94 | 15.35 |
Basic Materials | 5.93 | 4.98 |
Consumer Defensive | 6.48 | 1.45 |
Financial Services | 37.31 | 49.45 |
Healthcare | 3.59 | 8.65 |
Consumer Cyclical | 11.1 | 6.14 |
Communication Services | 4.72 | 5.02 |
Utilities | 2.54 | - |
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