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HDFC NIFTY200 Momentum 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare

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tortoise-icon HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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Chart Comparison

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

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) ₹705 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 3.9% 0.44% 0.44%
6 Month -15.85% 3.12% 3.12%
1 Year -10.4% 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 -4.59% 0.97% 0.97%
1 Year -24.59% 5.28% 5.28%
3 Year - 6.27% 6.27%
5 Year - 5.67% 5.67%

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 - 7.42% 7.42%
3 Year - 7.65% 7.65%
5 Year - 7.79% 7.79%

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 - - -

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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 -0.21 100 100
Large Cap 65.1 - -
Mid Cap 35.11 - -

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 -0.21 100 100
Industrials 6.65 - -
Technology 31.34 - -
Healthcare 13.95 - -
Consumer Cyclical 24.27 - -
Financial Services 8.83 - -
Basic Materials 2.76 - -
Energy 1.01 - -
Communication Services 9.24 - -
Consumer Defensive 2.16 - -

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