- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC NIFTY200 Momentum 30 Index Fund vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹705 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹100 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹0 | ₹0 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 28 Feb 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Index | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 0.89 | 0.14 | 0.14 |
| Manager | Nirman Morakhia | ||
| ISIN Code | INF179KC1IB6 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | Data not available./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | 3.47% | 0.43% | 0.43% |
| 6 Month | -12.27% | 2.93% | 2.93% |
| 1 Year | -13.6% | 6.3% | 6.3% |
| 3 Year | - | 6.03% | 6.03% |
| 5 Year | - | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 8.45% | 0.48% | 0.48% |
| 1 Year | -6.62% | 3.41% | 3.41% |
| 3 Year | - | 5.36% | 5.36% |
| 5 Year | - | 5.17% | 5.17% |
Rolling Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | -10.87% | 6.85% | 6.85% |
| 3 Year | - | 7.25% | 7.25% |
| 5 Year | - | 7.52% | 7.52% |
Risk Management
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.32% | 0.32% |
| Sharp | - | -5.131% | -5.131% |
| Beta | - | - | - |
| Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Nirman Morakhia | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Funds Managed | 17 | 95 | 95 |
| HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY 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 QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY 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 | - | - |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.6%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.33%
ITI Value Fund Regular - Growth
3Y Returns23.23%
Nippon India Value Fund- Growth Plan
3Y Returns26.34%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.44%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.8%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.38%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.25%
