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 | Very High | Very High |
Asset Size (Cr) | ₹7692 Cr | ₹8199 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 | -2.36% | -2.36% |
6 Month | 11.88% | 6.79% |
1 Year | -7.27% | -13.99% |
3 Year | 16.18% | 17.24% |
5 Year | 19.4% | - |
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 | 2.34% | 2.77% |
1 Year | -1.35% | -7.03% |
3 Year | 15.74% | 11.76% |
5 Year | 15.76% | - |
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 | 9.57% | 14.77% |
3 Year | 15.56% | 21.85% |
5 Year | 13.23% | - |
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 | 18.17% | 18.22% |
Sharp | 0.64% | 0.71% |
Beta | 1.00% | 1.00% |
Alpha | -0.83% | -0.66% |
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 | 2.44 | 7.72 |
Large Cap | 87.89 | 57.73 |
Mid Cap | 9.67 | 34.55 |
Sector Allocation
Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.11 | 0.1 |
Industrials | 14.57 | 15.04 |
Consumer Cyclical | 11 | 6.31 |
Healthcare | 6.34 | 8.87 |
Consumer Defensive | 13.89 | 1.43 |
Financial Services | 20.28 | 49.24 |
Energy | 5.1 | - |
Basic Materials | 10 | 4.6 |
Utilities | 10.69 | - |
Technology | 2.04 | 9.36 |
Real Estate | 3.65 | - |
Communication Services | 2.33 | 5.04 |
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