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

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tortoise-icon UTI QUARTERLY 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 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 4.25% 0.43% 0.43%
6 Month -16% 2.93% 2.93%
1 Year -9.2% 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 -4.59% 0.92% 0.92%
1 Year -24.59% 4.91% 4.91%
3 Year - 5.95% 5.95%
5 Year - 5.46% 5.46%

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 - 6.87% 6.87%
3 Year - 7.29% 7.29%
5 Year - 7.6% 7.6%

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 - - -

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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 - -

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