HSBC NIFTY 50 INDEX FUND vs UTI Nifty 200 Momentum 30 Index Fund compare

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UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8204 Cr	₹347 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

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	2.71%	1.43%
6 Month	13.59%	8.45%
1 Year	-12.46%	4.63%
3 Year	18.52%	14.79%
5 Year	-	17.61%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	3.05%	3.01%
1 Year	8.62%	14.09%
3 Year	13.42%	13.18%
5 Year	-	13.25%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	13.34%	14.71%
3 Year	20.81%	15.33%
5 Year	-	19.59%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	17.76%	11.75%
Sharp	0.57%	0.59%
Beta	1.00%	1.00%
Alpha	-0.66%	-0.50%

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

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	8.14	3.19
Mid Cap	33.77	1.4
Large Cap	58.08	95.42

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0	0.07
Financial Services	50.03	36.45
Healthcare	7.9	4.29
Consumer Cyclical	7.15	11.67
Basic Materials	4.4	6.32
Industrials	14.97	7.08
Technology	9.1	9.9
Communication Services	5.01	4.53
Consumer Defensive	1.44	6.78
Energy	-	10.36
Utilities	-	2.55