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UTI Nifty 200 Momentum 30 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2198 Cr ₹8199 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Oct 2017 10 Mar 2021
Category Index 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 1.33% 0.06%
6 Month 10.94% 6.89%
1 Year 0.62% -15.18%
3 Year 16.36% 17.7%
5 Year 22.25% -

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 3% 2.77%
1 Year 5.85% -7.03%
3 Year 14.19% 11.76%
5 Year 15.95% -

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 8.82% 14.77%
3 Year 18.46% 21.85%
5 Year 17.56% -

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 13.33% 18.22%
Sharp 0.73% 0.71%
Beta - 1.00%
Alpha - -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 4.09 7.72
Large Cap 91.78 57.73
Mid Cap 4.13 34.55

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 0.24 0.1
Energy 7.88 -
Technology 9.08 9.36
Industrials 5.98 15.04
Basic Materials 12.47 4.6
Consumer Defensive 8.12 1.43
Financial Services 23.85 49.24
Healthcare 8.29 8.87
Consumer Cyclical 17.99 6.31
Communication Services 1.99 5.04
Utilities 4.1 -

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