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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) | ₹8059 Cr | ₹340 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 | 4.48% | 3.32% |
| 6 Month | -2.99% | 8.42% |
| 1 Year | -9.43% | 6.96% |
| 3 Year | 25.18% | 18.08% |
| 5 Year | - | 20.57% |
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 | 11.51% | 9.5% |
| 1 Year | -0.14% | 14.21% |
| 3 Year | 18.03% | 16.05% |
| 5 Year | - | 15.55% |
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 | 16.74% | 17.23% |
| 3 Year | 21.26% | 15.47% |
| 5 Year | - | 22.1% |
Risk Management
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.28% | 13.10% |
| Sharp | 0.69% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.60% | -0.50% |
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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 | -0.09 | 0.91 |
| Large Cap | 64.99 | 97.82 |
| Mid Cap | 35.1 | 1.27 |
Sector Allocation
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.09 | 0.05 |
| Industrials | 5.96 | 5.74 |
| Technology | 31.12 | 13.97 |
| Healthcare | 14.43 | 3.91 |
| Consumer Cyclical | 24.56 | 10.32 |
| Financial Services | 8.6 | 34.33 |
| Basic Materials | 2.73 | 5.84 |
| Energy | 0.91 | 10.97 |
| Communication Services | 9.62 | 4.13 |
| Consumer Defensive | 2.16 | 8 |
| Utilities | - | 2.75 |
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