UTI Nifty 200 Momentum 30 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | 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) | ₹2285 Cr | ₹8204 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2017 | 10 Mar 2021 |
| Category | Large Cap | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight Total Return Index | Nifty 200 Momentum 30 TRI |
| Turn Over | 25% | 36% |
| Expense Ratio | 0.91 | 0.92 |
| Manager | Anil Ghelani | Sharwan Kumar Goyal |
| ISIN Code | INF740KA1CO4 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.18% | 4.3% |
| 6 Month | 9.07% | 7.29% |
| 1 Year | 7.35% | -8.82% |
| 3 Year | 16.95% | 16.39% |
| 5 Year | 23.05% | - |
SIP Return Analysis
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.41% | -1.1% |
| 1 Year | 11% | -0.43% |
| 3 Year | 13.61% | 9.34% |
| 5 Year | 15% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.23% | 13.34% |
| 3 Year | 18.32% | 20.81% |
| 5 Year | 17.88% | - |
Risk Management
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 17.81% |
| Sharp | 0.78% | 0.58% |
| Beta | 1.02% | 1.00% |
| Alpha | 1.55% | -0.66% |
Fund Managers
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Ghelani | Sharwan Kumar Goyal |
| Total AUM | ₹0 Cr | ₹27732 Cr |
| Funds Managed | 5 | 8 |
| DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.07 | 8.14 |
| Large Cap | 91.98 | 58.08 |
| Mid Cap | 3.95 | 33.77 |
Sector Allocation
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.04 | 0 |
| Energy | 8.01 | - |
| Technology | 9.87 | 9.1 |
| Industrials | 8.07 | 14.97 |
| Basic Materials | 12.08 | 4.4 |
| Healthcare | 9.88 | 7.9 |
| Consumer Defensive | 8.03 | 1.44 |
| Financial Services | 22.01 | 50.03 |
| Consumer Cyclical | 16.03 | 7.15 |
| Communication Services | 1.96 | 5.01 |
| Utilities | 4.02 | - |
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