- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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 | 0.05% | 0.43% | 0.43% |
| 6 Month | 6.79% | 2.93% | 2.93% |
| 1 Year | -15.69% | 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 | 2.69% | - | - |
| 1 Year | -7.48% | 2.16% | 2.16% |
| 3 Year | - | 4.75% | 4.75% |
| 5 Year | - | 4.87% | 4.87% |
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 | -11.69% | 6.82% | 6.82% |
| 3 Year | - | 7.23% | 7.23% |
| 5 Year | - | 7.45% | 7.45% |
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 | - | - | - |
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 | 8.03 | 100 | 100 |
| Mid Cap | 34.43 | - | - |
| Large Cap | 57.54 | - | - |
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 | 0.44 | 100 | 100 |
| Financial Services | 49.08 | - | - |
| Healthcare | 8.84 | - | - |
| Consumer Cyclical | 6.29 | - | - |
| Basic Materials | 4.58 | - | - |
| Industrials | 15 | - | - |
| Technology | 9.33 | - | - |
| Communication Services | 5.02 | - | - |
| Consumer Defensive | 1.43 | - | - |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.81%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.49%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.72%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.17%
HDFC Value Fund - Growth Plan
3Y Returns19.36%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.1%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.11%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
