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Nippon India Nifty 50 Value 20 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 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) | ₹1017 Cr | ₹8707 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Feb 2021 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 39% | 36% |
| Expense Ratio | 0.76 | 0.92 |
| Manager | Himanshu Mange | Sharwan Kumar Goyal |
| ISIN Code | INF204KB19Y8 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.64% | 2.13% |
| 6 Month | 3.49% | 5.13% |
| 1 Year | -2.75% | -6.14% |
| 3 Year | 12.55% | 16.76% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.43% | 4.68% |
| 1 Year | 7.6% | 14.55% |
| 3 Year | 9.88% | 13.09% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.81% | 13.34% |
| 3 Year | 17.1% | 20.81% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 17.81% |
| Sharp | 0.58% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.94% | -0.66% |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.42 | 8.27 |
| Large Cap | 98.58 | 57.81 |
| Mid Cap | - | 33.92 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.42 | 0.03 |
| Technology | 23.93 | 9.62 |
| Basic Materials | 5.18 | 4.22 |
| Healthcare | 3.49 | 8.29 |
| Financial Services | 37.6 | 49.57 |
| Consumer Defensive | 8.99 | 1.47 |
| Consumer Cyclical | 8.8 | 7.01 |
| Energy | 4.16 | - |
| Utilities | 6.44 | - |
| Industrials | - | 14.59 |
| Communication Services | - | 5.2 |
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