Nippon India Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Index Fund - Nifty 50 Plan - Growth 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) | ₹2572 Cr | ₹8199 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Oct 2010 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 6% | 36% |
Expense Ratio | 0.42 | 0.92 |
Manager | Himanshu Mange | Sharwan Kumar Goyal |
ISIN Code | INF204K01IE3 | INF789F1AUS7 |
Exits Load | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.45% | -2.3% |
6 Month | 11.06% | 11.06% |
1 Year | -2.14% | -19.57% |
3 Year | 12.75% | 16.02% |
5 Year | 16.36% | - |
SIP Return Analysis
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.17% | -1.11% |
1 Year | 3.38% | -9.17% |
3 Year | 10.85% | 10.25% |
5 Year | 12.17% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.36% | 14.77% |
3 Year | 12.56% | 21.85% |
5 Year | 12.17% | - |
Risk Management
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.12% | 18.22% |
Sharp | 0.58% | 0.71% |
Beta | 1.00% | 1.00% |
Alpha | -0.61% | -0.66% |
Fund Managers
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Sharwan Kumar Goyal |
Total AUM | ₹0 Cr | ₹27732 Cr |
Funds Managed | 10 | 8 |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.15 | 7.72 |
Large Cap | 95.71 | 57.73 |
Mid Cap | 1.14 | 34.55 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.29 | 0.1 |
Energy | 10.52 | - |
Technology | 10.42 | 9.36 |
Industrials | 5.91 | 15.04 |
Basic Materials | 6.11 | 4.6 |
Consumer Defensive | 6.73 | 1.43 |
Financial Services | 37.75 | 49.24 |
Healthcare | 3.77 | 8.87 |
Consumer Cyclical | 11.28 | 6.31 |
Communication Services | 4.63 | 5.04 |
Utilities | 2.58 | - |
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