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Kotak Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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