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HDFC NIFTY200 Momentum 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low | Average |
| Asset Size (Cr) | ₹700 Cr | ₹13 Cr | ₹ Cr |
| Min Investment | ₹100 | ₹10000 | ₹200000 |
| Min SIP Invesment | ₹100 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹200000 |
| Launch Date | 28 Feb 2024 | 09 Oct 2007 | 10 Mar 2025 |
| Category | Index | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Open Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | CRISIL Low Duration Debt | |
| Turn Over | % | % | % |
| Expense Ratio | 0.89 | 0.13 | |
| Manager | Nirman Morakhia | ||
| ISIN Code | INF179KC1IB6 | INF789F01FS9 | INF789F01FS9 |
| Exits Load | Data not available./365 | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -0.84% | 0.44% | 0.44% |
| 6 Month | 0.63% | 3.12% | 3.12% |
| 1 Year | -2.86% | 6.87% | 6.87% |
| 3 Year | - | 6.26% | 6.26% |
| 5 Year | - | 5.19% | 5.19% |
SIP Return Analysis
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 2.44% | - | - |
| 1 Year | 10.61% | 0.27% | 0.27% |
| 3 Year | - | 3.71% | 3.71% |
| 5 Year | - | 4.38% | 4.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | -12.74% | 7.41% | 7.41% |
| 3 Year | - | 7.6% | 7.6% |
| 5 Year | - | 7.76% | 7.76% |
Risk Management
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.391% | 0.391% |
| Sharp | - | -1.552% | -1.552% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Nirman Morakhia | ||
| Total AUM | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 17 | 95 | |
| HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | -0.03 | 100 | 100 |
| Mid Cap | 26.25 | - | - |
| Large Cap | 73.78 | - | - |
Sector Allocation
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | -0.03 | 100 | 100 |
| Finance | 17.57 | - | - |
| Healthcare Services | 3.91 | - | - |
| Banks | 14.41 | - | - |
| Leisure Services | 1.99 | - | - |
| Cement & Cement Products | 1.53 | - | - |
| Capital Markets | 5.07 | - | - |
| Insurance | 13.37 | - | - |
| Aerospace & Defense | 5.79 | - | - |
| Industrial Manufacturing | 1.26 | - | - |
| IT - Software | 5.4 | - | - |
| Chemicals & Petrochemicals | 4.52 | - | - |
| Pharmaceuticals & Biotechnology | 4.09 | - | - |
| Retailing | 1.5 | - | - |
| Telecom - Services | 5.21 | - | - |
| Automobiles | 3.54 | - | - |
| Transport Services | 5.1 | - | - |
| Beverages | 1.46 | - | - |
| Consumer Durables | 1.77 | - | - |
| Financial Technology (Fintech) | 2.54 | - | - |
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