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HSBC NIFTY 50 INDEX FUND vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8683 Cr | ₹375 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Mar 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | NIFTY 50 TRI |
| Turn Over | 36% | 8% |
| Expense Ratio | 0.92 | 0.45 |
| Manager | Sharwan Kumar Goyal | Praveen Ayathan |
| ISIN Code | INF789F1AUS7 | INF917K01D38 |
| Exits Load | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -0.55% | -0.61% |
| 6 Month | -0.56% | 2.23% |
| 1 Year | 0.53% | 11.17% |
| 3 Year | 17.46% | 13.59% |
| 5 Year | - | 12.94% |
SIP Return Analysis
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | -0.99% | 0.67% |
| 1 Year | 5.59% | 9.09% |
| 3 Year | 8.39% | 10.98% |
| 5 Year | - | 11.77% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 4.63% | 12.66% |
| 3 Year | 19% | 14.95% |
| 5 Year | - | 17.78% |
Risk Management
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.75% | 11.23% |
| Sharp | 0.62% | 0.63% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.76% | -0.46% |
Fund Managers
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Sharwan Kumar Goyal | Praveen Ayathan |
| Total AUM | ₹27732 Cr | ₹3762 Cr |
| Funds Managed | 8 | 5 |
| UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 10.98 | 3.41 |
| Mid Cap | 38.01 | 1.26 |
| Large Cap | 51.01 | 95.33 |
Sector Allocation
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 1.1 | 0.04 |
| Financial Services | 45.47 | 36.56 |
| Basic Materials | 11.79 | 6.37 |
| Healthcare | 3.28 | 4.15 |
| Consumer Cyclical | 20.12 | 10.85 |
| Industrials | 10.87 | 7.04 |
| Technology | 2.48 | 10.41 |
| Communication Services | 4.88 | 4.92 |
| Consumer Defensive | 0 | 6.41 |
| Energy | - | 10.93 |
| Utilities | - | 2.32 |
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