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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) | ₹7668 Cr | ₹130 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 | 3.91% | 2.14% |
| 6 Month | -15.41% | -8.49% |
| 1 Year | -9.67% | -1.14% |
| 3 Year | 14.96% | 14.4% |
| 5 Year | - | 21.37% |
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 | -4.41% | 0.49% |
| 1 Year | -23.96% | -11.98% |
| 3 Year | 13.59% | 17.76% |
| 5 Year | - | 17.24% |
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 | 20.19% | 23.04% |
| 3 Year | 24.03% | 18.82% |
| 5 Year | - | - |
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 | 19.196% | 19.623% |
| Sharp | 0.48% | 0.365% |
| Beta | - | - |
| Alpha | - | - |
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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 | -0.09 | -0.01 |
| Large Cap | 64.99 | 88.52 |
| Mid Cap | 35.1 | 11.49 |
Sector Allocation
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.09 | -0.01 |
| Industrials | 5.96 | 14.79 |
| Technology | 31.12 | 2.41 |
| Healthcare | 14.43 | 5.55 |
| Consumer Cyclical | 24.56 | 12.23 |
| Financial Services | 8.6 | 23.97 |
| Basic Materials | 2.73 | 9.75 |
| Energy | 0.91 | 2.13 |
| Communication Services | 9.62 | 2.67 |
| Consumer Defensive | 2.16 | 10.67 |
| Utilities | - | 12.26 |
| Real Estate | - | 3.59 |
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