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) | ₹2198 Cr | ₹8131 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 | 2.88% | 1.32% |
6 Month | 14.5% | 12.94% |
1 Year | -0.2% | -14.55% |
3 Year | 17.18% | 16.38% |
5 Year | 22.44% | - |
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 | 5.13% | 2.91% |
1 Year | 14.78% | 0.27% |
3 Year | 16% | 12.42% |
5 Year | 16.68% | - |
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 | 13.24% | 17.83% |
Sharp | 0.65% | 0.53% |
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 | 3.74 | 7.78 |
Large Cap | 92.24 | 57.78 |
Mid Cap | 4.02 | 34.44 |
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 | 0.06 | 0.06 |
Energy | 7.61 | - |
Technology | 9.06 | 9.8 |
Industrials | 5.8 | 14.56 |
Basic Materials | 12.62 | 4.52 |
Consumer Defensive | 8.27 | 1.43 |
Financial Services | 23.09 | 49.03 |
Healthcare | 8.2 | 8.4 |
Consumer Cyclical | 19.39 | 7.12 |
Communication Services | 1.96 | 5.07 |
Utilities | 3.95 | - |
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