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

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Overview

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	HDFC Index Fund-NIFTY 50 Plan - 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)	₹16593 Cr	₹6972 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jul 2002	10 Mar 2021
Category	Index Fund	Index Fund
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	Exit load of 0.25% if redeemed within 3 days/365	Nil/365

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	1.06%	2%
6 Month	14.81%	23.89%
1 Year	30.71%	66.97%
3 Year	15.29%	25.29%
5 Year	18.52%	-

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.36%	31.81%
3 Year	27.59%	64.81%
5 Year	56.72%	69.98%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	19.05%	24.08%
3 Year	45.25%	70.45%
5 Year	62.66%	72%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.46%	17.24%
Sharp	0.68%	1.12%
Beta	0.99%	1.16%
Alpha	-1.8%	7.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - 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
Fund Manage	14	8
	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Large Cap	99.61	69.34
Others	0.39	-0.44
Mid Cap	-	31.12

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Banks	29.67	-
Petroleum Products	10.5	-
IT - Software	12.46	-
Construction	3.89	8.78
Diversified FMCG	5.76	-
Telecom - Services	3.63	-
Automobiles	8.02	-
Finance	3.43	-
Power	3.11	-
Pharmaceuticals & Biotechnology	3.55	-
Ferrous Metals	2.18	-
Consumer Durables	2.56	-
Cement & Cement Products	2.18	-
Transport Infrastructure	1.02	-
Consumable Fuels	1.01	-
Oil	1	-
Non - Ferrous Metals	0.95	-
Food Products	1.46	-
Metals & Minerals Trading	0.78	-
Agricultural Food & other Products	0.65	-
Insurance	1.22	-
Healthcare Services	0.58	-
Others	0.39	-0.44
Capital Goods	-	18.83
Services	-	6.42
Automobile	-	22.07
Materials	-	5.71
Financial	-	12.93
Energy	-	4.56
Healthcare	-	16.13
Consumer Staples	-	2.61
Metals & Mining	-	2.42