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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) | ₹1004 Cr | ₹8131 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 | 3.46% | 3.26% |
| 6 Month | 6.74% | 14.82% |
| 1 Year | -9.69% | -15.49% |
| 3 Year | 13.62% | 15.82% |
| 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 | 2.33% | 2.91% |
| 1 Year | -0.47% | 0.27% |
| 3 Year | 10.05% | 12.42% |
| 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 | 14.48% | 14.77% |
| 3 Year | 17.54% | 21.85% |
| 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 | 13.02% | 17.83% |
| Sharp | 0.51% | 0.53% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -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 | 0.14 | 7.72 |
| Large Cap | 98.44 | 57.73 |
| Mid Cap | 1.42 | 34.55 |
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 | 0.14 | 0.1 |
| Technology | 28.93 | 9.36 |
| Basic Materials | 5.52 | 4.6 |
| Healthcare | 4.46 | 8.87 |
| Financial Services | 25.74 | 49.24 |
| Consumer Defensive | 10.38 | 1.43 |
| Consumer Cyclical | 12.14 | 6.31 |
| Energy | 4.85 | - |
| Utilities | 7.86 | - |
| Industrials | - | 15.04 |
| Communication Services | - | 5.04 |
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