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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) | ₹423 Cr | ₹7668 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 | 2.94% | 3.45% |
| 6 Month | -8.11% | -11.83% |
| 1 Year | -5.39% | -12.97% |
| 3 Year | 22.01% | 23.24% |
| 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 | 7.79% | 8.44% |
| 1 Year | -1.62% | -6.16% |
| 3 Year | 18.42% | 16.23% |
| 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 | 18.661% | 19.196% |
| Sharp | 0.536% | 0.48% |
| Beta | - | - |
| Alpha | - | - |
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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 | -2.47 | -0.09 |
| Large Cap | 90.7 | 64.99 |
| Mid Cap | 11.77 | 35.1 |
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 | -2.47 | -0.09 |
| Industrials | 15.16 | 5.96 |
| Healthcare | 5.69 | 14.43 |
| Consumer Defensive | 10.93 | 2.16 |
| Financial Services | 24.56 | 8.6 |
| Basic Materials | 9.99 | 2.73 |
| Utilities | 12.56 | - |
| Technology | 2.47 | 31.12 |
| Energy | 2.18 | 0.91 |
| Real Estate | 3.68 | - |
| Consumer Cyclical | 12.53 | 24.56 |
| Communication Services | 2.73 | 9.62 |
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