- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹762 Cr | ₹8204 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 | 2.55% | 4.3% |
| 6 Month | 8.47% | 7.29% |
| 1 Year | 0.19% | -8.82% |
| 3 Year | 17.72% | 16.39% |
| 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 | 2.62% | 2.93% |
| 1 Year | 11.83% | 8.68% |
| 3 Year | 17.39% | 13.38% |
| 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 | 6.85% | 13.34% |
| 3 Year | 19.75% | 20.81% |
| 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 | 17.73% | 17.76% |
| Sharp | 0.60% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.80% | -0.66% |
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 | 6.08 | 8.14 |
| Large Cap | 81.44 | 58.08 |
| Mid Cap | 12.48 | 33.77 |
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 | -0.02 | 0 |
| Industrials | 11.24 | 14.97 |
| Consumer Cyclical | 11.51 | 7.15 |
| Healthcare | 5.93 | 7.9 |
| Consumer Defensive | 12.47 | 1.44 |
| Financial Services | 20.01 | 50.03 |
| Energy | 5.37 | - |
| Basic Materials | 12.91 | 4.4 |
| Utilities | 12.8 | - |
| Technology | 2.11 | 9.1 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 5.01 |
Top Comparisons
Tata Value Fund - Regular Plan - Growth Option
3Y Returns19.27%
HSBC Value Fund - Regular Growth
3Y Returns23.55%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.89%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns7.02%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns31.81%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.22%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.66%
