Nippon India Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1851 Cr | ₹8543 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 36% | 36% |
Expense Ratio | 0.8 | 0.92 |
Manager | Himanshu Mange | Sharwan Kumar Goyal |
ISIN Code | INF204KB15Z3 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.64% | -5.24% |
6 Month | 7.43% | 2.27% |
1 Year | -2.69% | -18.15% |
3 Year | 23.54% | 19.28% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.89% | 4.14% |
1 Year | 10.08% | -6.89% |
3 Year | 22.01% | 13.95% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.24% | 14.77% |
3 Year | 25.02% | 21.85% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.43% | 18.31% |
Sharp | 1.27% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.65% |
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Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.76 | 7.77 |
Mid Cap | 90.31 | 35.11 |
Small Cap | 2.9 | - |
Large Cap | 5.04 | 57.12 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.01 |
Utilities | 3.34 | - |
Industrials | 19.4 | 15.35 |
Financial Services | 22.67 | 49.45 |
Basic Materials | 11.16 | 4.98 |
Technology | 9.82 | 8.96 |
Consumer Cyclical | 10.02 | 6.14 |
Healthcare | 11.38 | 8.65 |
Real Estate | 3.15 | - |
Energy | 2.5 | 0 |
Communication Services | 3.2 | 5.02 |
Consumer Defensive | 3.35 | 1.45 |
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