Kotak Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹693 Cr | ₹8543 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 58.83% | 36% |
Expense Ratio | 0.6 | 0.92 |
Manager | Devender Singhal | Sharwan Kumar Goyal |
ISIN Code | INF174KA1FX3 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.22% | -4.97% |
6 Month | 8.43% | 3.68% |
1 Year | -9.02% | -17.32% |
3 Year | 18.05% | 19.4% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.61% | 4.14% |
1 Year | 0.09% | -6.89% |
3 Year | 17.79% | 13.95% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 16.74% |
3 Year | 19.93% | 21.26% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.88% | 18.31% |
Sharp | 0.88% | 0.97% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.65% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Sharwan Kumar Goyal |
Total AUM | ₹20480 Cr | ₹27732 Cr |
Funds Managed | 12 | 8 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.4 | 7.77 |
Large Cap | 87.93 | 57.12 |
Mid Cap | 9.68 | 35.11 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.03 | -0.01 |
Industrials | 14.82 | 15.35 |
Consumer Cyclical | 10.76 | 6.14 |
Healthcare | 6.16 | 8.65 |
Consumer Defensive | 13.13 | 1.45 |
Financial Services | 20.94 | 49.45 |
Energy | 5 | 0 |
Basic Materials | 10.05 | 4.98 |
Utilities | 10.78 | - |
Technology | 2.07 | 8.96 |
Real Estate | 3.88 | - |
Communication Services | 2.42 | 5.02 |
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