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) | ₹2483 Cr | ₹8059 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 | 3.59% | 2.21% |
6 Month | 6.6% | -5.46% |
1 Year | 5.49% | -13.14% |
3 Year | 17.74% | 24.71% |
5 Year | 19.48% | - |
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 | 9.03% | 9.29% |
1 Year | 13.82% | -1.99% |
3 Year | 14.96% | 16.12% |
5 Year | 14.72% | - |
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 | 11.52% | 16.74% |
3 Year | 12.46% | 21.26% |
5 Year | 12.11% | - |
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 | 12.67% | 18.31% |
Sharp | 0.86% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.62% | -0.65% |
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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 | 1.01 | 7.77 |
Large Cap | 97.89 | 60.01 |
Mid Cap | 1.1 | 32.22 |
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 | 0.21 | 1.04 |
Energy | 10.8 | 0.99 |
Technology | 11.24 | 28.62 |
Industrials | 6.02 | 6.58 |
Basic Materials | 5.79 | 2.63 |
Consumer Defensive | 6.73 | 2.23 |
Financial Services | 37.52 | 10.46 |
Healthcare | 3.65 | 13.92 |
Consumer Cyclical | 11.03 | 24.11 |
Communication Services | 4.44 | 9.42 |
Utilities | 2.58 | - |
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