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) | ₹708 Cr | ₹8131 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 | 3.98% | 2.37% |
6 Month | 16.63% | 15.26% |
1 Year | -7.89% | -15.31% |
3 Year | 16.15% | 16.24% |
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 | 3.51% | 2.91% |
1 Year | 7.84% | 0.27% |
3 Year | 17.25% | 12.42% |
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 | 7.55% | 14.77% |
3 Year | 20.2% | 21.85% |
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 | 17.87% | 17.83% |
Sharp | 0.49% | 0.53% |
Beta | 0.99% | 1.00% |
Alpha | -0.68% | -0.66% |
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 | 2.73 | 7.78 |
Large Cap | 87.62 | 57.78 |
Mid Cap | 9.66 | 34.44 |
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 | 0.41 | 0.06 |
Industrials | 14.47 | 14.56 |
Consumer Cyclical | 11.87 | 7.12 |
Healthcare | 6.13 | 8.4 |
Consumer Defensive | 14.2 | 1.43 |
Financial Services | 19.55 | 49.03 |
Energy | 4.87 | - |
Basic Materials | 10.07 | 4.52 |
Utilities | 10.48 | - |
Technology | 2.09 | 9.8 |
Real Estate | 3.55 | - |
Communication Services | 2.32 | 5.07 |
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