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) | ₹18383 Cr | ₹7668 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 | 3.45% | 4.25% |
6 Month | -0.4% | -15.57% |
1 Year | 8.33% | -8.47% |
3 Year | 13.3% | 15.1% |
5 Year | 21.37% | - |
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% | -4.41% |
1 Year | 1.03% | -23.96% |
3 Year | 13.25% | 13.59% |
5 Year | 14.55% | - |
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 | 14.46% | 20.19% |
3 Year | 12.72% | 24.03% |
5 Year | 12.47% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.108% | 19.196% |
Sharp | 0.344% | 0.48% |
Beta | - | - |
Alpha | - | - |
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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 | 0.91 | -0.09 |
Large Cap | 97.82 | 64.99 |
Mid Cap | 1.27 | 35.1 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.05 | -0.09 |
Energy | 10.97 | 0.91 |
Technology | 13.97 | 31.12 |
Industrials | 5.74 | 5.96 |
Basic Materials | 5.84 | 2.73 |
Consumer Defensive | 8 | 2.16 |
Financial Services | 34.33 | 8.6 |
Healthcare | 3.91 | 14.43 |
Consumer Cyclical | 10.32 | 24.56 |
Communication Services | 4.13 | 9.62 |
Utilities | 2.75 | - |
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