UTI Nifty 200 Momentum 30 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | 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) | ₹643 Cr | ₹8059 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 58.83% | 36% |
Expense Ratio | 0.6 | 0.92 |
Manager | Devender Singhal | Sharwan Kumar Goyal |
ISIN Code | INF174KA1FX3 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.64% | 2.21% |
6 Month | -0.93% | -5.46% |
1 Year | -5.86% | -13.14% |
3 Year | 22.49% | 24.71% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.96% | 9.29% |
1 Year | 4.05% | -1.99% |
3 Year | 19.43% | 16.12% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 16.74% |
3 Year | 19.93% | 21.26% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.88% | 18.31% |
Sharp | 0.88% | 0.97% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.65% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Sharwan Kumar Goyal |
Total AUM | ₹20480 Cr | ₹27732 Cr |
Funds Managed | 12 | 8 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.29 | 7.77 |
Large Cap | 87.02 | 60.01 |
Mid Cap | 9.69 | 32.22 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.92 | 1.04 |
Industrials | 14.61 | 6.58 |
Consumer Cyclical | 10.29 | 24.11 |
Healthcare | 6 | 13.92 |
Consumer Defensive | 13.68 | 2.23 |
Financial Services | 20.7 | 10.46 |
Energy | 4.91 | 0.99 |
Basic Materials | 10.01 | 2.63 |
Utilities | 10.62 | - |
Technology | 2 | 28.62 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 9.42 |
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