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UTI Nifty 200 Momentum 30 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8943 Cr | ₹142 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Mar 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | NIFTY Next 50 TRI |
| Turn Over | 36% | 54% |
| Expense Ratio | 0.92 | 0.8 |
| Manager | Sharwan Kumar Goyal | Praveen Ayathan |
| ISIN Code | INF789F1AUS7 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -1.21% | 0.21% |
| 6 Month | -0.2% | 3.26% |
| 1 Year | -4.85% | 0.09% |
| 3 Year | 17.59% | 17.27% |
| 5 Year | - | 16.7% |
SIP Return Analysis
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | -0.25% | -1.1% |
| 1 Year | 5.92% | 5.84% |
| 3 Year | 10.27% | 13.78% |
| 5 Year | - | 14.29% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.34% | 11.45% |
| 3 Year | 20.81% | 18.24% |
| 5 Year | - | 20.19% |
Risk Management
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.81% | 17.85% |
| Sharp | 0.60% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.65% | -1.00% |
Fund Managers
| Scheme Name | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Sharwan Kumar Goyal | Praveen Ayathan |
| Total AUM | ₹27732 Cr | ₹3762 Cr |
| Funds Managed | 8 | 5 |
| UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 8.26 | 6.02 |
| Mid Cap | 34.52 | 12.6 |
| Large Cap | 57.22 | 81.38 |
Sector Allocation
| Scheme Name |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.04 | 0.06 |
| Financial Services | 50.4 | 20.2 |
| Healthcare | 7.99 | 6.26 |
| Consumer Cyclical | 6.99 | 11.44 |
| Basic Materials | 3.9 | 12.86 |
| Industrials | 14.3 | 10.62 |
| Technology | 9.7 | 2.45 |
| Communication Services | 5.21 | 2.24 |
| Consumer Defensive | 1.46 | 12.21 |
| Energy | - | 5.63 |
| Utilities | - | 12.63 |
| Real Estate | - | 3.41 |
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