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) | ₹2106 Cr | ₹8943 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 | -0.9% | -1.66% |
| 6 Month | 3.22% | 0.96% |
| 1 Year | 1.51% | -10.99% |
| 3 Year | 21.41% | 16.09% |
| 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 | 2% | 1.4% |
| 1 Year | 17.07% | 10.58% |
| 3 Year | 17.89% | 10.89% |
| 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 | 18.36% | 13.34% |
| 3 Year | 24.66% | 20.81% |
| 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 | 15.73% | 17.81% |
| Sharp | 0.96% | 0.60% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.91% | -0.65% |
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 | 2.59 | 8.26 |
| Mid Cap | 87.08 | 34.52 |
| Large Cap | 8.96 | 57.22 |
| Small Cap | 1.38 | - |
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 | -0.05 | 0.04 |
| Utilities | 3.08 | - |
| Industrials | 18.23 | 14.3 |
| Financial Services | 24.41 | 50.4 |
| Consumer Cyclical | 13.09 | 6.99 |
| Basic Materials | 9.34 | 3.9 |
| Technology | 10.68 | 9.7 |
| Consumer Defensive | 4.36 | 1.46 |
| Healthcare | 8.48 | 7.99 |
| Real Estate | 3.09 | - |
| Energy | 2.41 | - |
| Communication Services | 2.88 | 5.21 |
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