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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) | ₹8204 Cr | ₹139 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 | 6.11% | 3.11% |
| 6 Month | 8.53% | 6.74% |
| 1 Year | -8.13% | -1.18% |
| 3 Year | 17.15% | 17.63% |
| 5 Year | - | 20.23% |
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 | 2.93% | 2.62% |
| 1 Year | 8.68% | 11.62% |
| 3 Year | 13.38% | 17.11% |
| 5 Year | - | 16.18% |
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 | 13.34% | 14.8% |
| 3 Year | 20.81% | 18.5% |
| 5 Year | - | 20.82% |
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 | 17.76% | 17.79% |
| Sharp | 0.57% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.66% | -1.00% |
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 | 8.14 | 6.15 |
| Mid Cap | 33.77 | 12.47 |
| Large Cap | 58.08 | 81.38 |
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 | 0.06 |
| Financial Services | 50.03 | 19.99 |
| Healthcare | 7.9 | 5.93 |
| Consumer Cyclical | 7.15 | 11.5 |
| Basic Materials | 4.4 | 12.89 |
| Industrials | 14.97 | 11.23 |
| Technology | 9.1 | 2.11 |
| Communication Services | 5.01 | 2.24 |
| Consumer Defensive | 1.44 | 12.46 |
| Energy | - | 5.37 |
| Utilities | - | 12.79 |
| Real Estate | - | 3.42 |
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