UTI Nifty 200 Momentum 30 Index Fund vs ICICI Prudential Nifty Next 50 Index Fund compare
ICICI Prudential Nifty Next 50 Index Fund - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8139 Cr | ₹8707 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2010 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Next 50 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 45% | 36% |
| Expense Ratio | 0.66 | 0.92 |
| Manager | Kayzad Eghlim | Sharwan Kumar Goyal |
| ISIN Code | INF109K01IF1 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.1% | 1.46% |
| 6 Month | 2.52% | 2.63% |
| 1 Year | -5.27% | -8.83% |
| 3 Year | 16.05% | 16.5% |
| 5 Year | 16.81% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.01% | 3.97% |
| 1 Year | 10.12% | 13.88% |
| 3 Year | 14.71% | 12.16% |
| 5 Year | 14.73% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.88% | 13.34% |
| 3 Year | 15.75% | 20.81% |
| 5 Year | 13.58% | - |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.75% | 17.81% |
| Sharp | 0.93% | 0.60% |
| Beta | 1.15% | 1.00% |
| Alpha | 3.61% | -0.65% |
Fund Managers
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kayzad Eghlim | Sharwan Kumar Goyal |
| Total AUM | ₹20431 Cr | ₹27732 Cr |
| Funds Managed | 9 | 8 |
| ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.24 | 8.26 |
| Large Cap | 81.26 | 57.22 |
| Mid Cap | 12.49 | 34.52 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.08 | 0.04 |
| Industrials | 10.82 | 14.3 |
| Healthcare | 6.3 | 7.99 |
| Financial Services | 20.15 | 50.4 |
| Energy | 5.62 | - |
| Consumer Cyclical | 11.19 | 6.99 |
| Basic Materials | 12.68 | 3.9 |
| Consumer Defensive | 12.03 | 1.46 |
| Utilities | 13.06 | - |
| Technology | 2.26 | 9.7 |
| Real Estate | 3.52 | - |
| Communication Services | 2.29 | 5.21 |
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