UTI Nifty 200 Momentum 30 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

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

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)	₹8707 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

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	-1.12%	-1.89%
6 Month	0.84%	1.68%
1 Year	-10.47%	-6.35%
3 Year	16.09%	15.75%
5 Year	-	16.22%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	1.4%	0.19%
1 Year	10.58%	10.52%
3 Year	10.89%	14.33%
5 Year	-	14.35%

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%	11.84%
3 Year	20.81%	18.29%
5 Year	-	20.29%

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%

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

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	8.26	6.22
Mid Cap	34.52	12.5
Large Cap	57.22	81.29

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.04	0.05
Financial Services	50.4	20.16
Healthcare	7.99	6.3
Consumer Cyclical	6.99	11.2
Basic Materials	3.9	12.69
Industrials	14.3	10.82
Technology	9.7	2.26
Communication Services	5.21	2.29
Consumer Defensive	1.46	12.03
Energy	-	5.62
Utilities	-	13.06
Real Estate	-	3.52