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HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8199 Cr | ₹135 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 Next 50 TRI |
| Turn Over | 36% | 54% |
| Expense Ratio | 0.92 | 0.8 |
| Manager | Sharwan Kumar Goyal | Praveen Ayathan |
| ISIN Code | INF789F1AUS7 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -2.36% | -2.37% |
| 6 Month | 6.79% | 11.7% |
| 1 Year | -13.99% | -7.36% |
| 3 Year | 17.24% | 15.92% |
| 5 Year | - | 19.2% |
SIP Return Analysis
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 2.77% | 2.32% |
| 1 Year | -7.03% | -1.48% |
| 3 Year | 11.76% | 15.48% |
| 5 Year | - | 15.5% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 16.58% |
| 3 Year | 21.85% | 18.74% |
| 5 Year | - | 21.58% |
Risk Management
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 18.22% | 18.15% |
| Sharp | 0.71% | 0.62% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.66% | -1.06% |
Fund Managers
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 7.72 | 2.39 |
| Mid Cap | 34.55 | 9.67 |
| Large Cap | 57.73 | 87.94 |
Sector Allocation
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.1 | 0.06 |
| Financial Services | 49.24 | 20.29 |
| Healthcare | 8.87 | 6.34 |
| Consumer Cyclical | 6.31 | 11 |
| Basic Materials | 4.6 | 10.01 |
| Industrials | 15.04 | 14.58 |
| Technology | 9.36 | 2.04 |
| Communication Services | 5.04 | 2.33 |
| Consumer Defensive | 1.43 | 13.9 |
| Energy | - | 5.1 |
| Utilities | - | 10.69 |
| Real Estate | - | 3.66 |
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