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HDFC Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.83% 3.45%
6 Month 0.16% -11.83%
1 Year 6.35% -12.97%
3 Year 16.95% 23.24%
5 Year 20.74% -

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 6.37% 8.44%
1 Year 7.04% -6.16%
3 Year 13.54% 16.23%
5 Year 14.18% -

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 14.24% 16.74%
3 Year 12.7% 21.26%
5 Year 12.53% -

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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