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) | ₹840 Cr | ₹8943 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 | 1.77% | -1.33% |
| 6 Month | 2.58% | -0.67% |
| 1 Year | 1.94% | -6.07% |
| 3 Year | 18.42% | 17.49% |
| 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 | 3.02% | 2.44% |
| 1 Year | 14.44% | 10.71% |
| 3 Year | 15.54% | 10.09% |
| 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 | 6.85% | 13.34% |
| 3 Year | 19.75% | 20.81% |
| 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 | 16.66% | 17.24% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 0.11 | - |
| Large Cap | 93.14 | 73.78 |
| Mid Cap | 6.75 | 26.24 |
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 | 0.11 | - |
| Electrical Equipment | 5.64 | - |
| Pharmaceuticals & Biotechnology | 6.26 | 4.08 |
| Finance | 10.88 | 17.55 |
| Banks | 6.38 | 14.41 |
| Petroleum Products | 5.62 | - |
| Leisure Services | 2.83 | 1.99 |
| Aerospace & Defense | 3.73 | 5.79 |
| Cement & Cement Products | 3.02 | 1.54 |
| Insurance | 2.92 | 13.37 |
| Automobiles | 5.06 | 3.54 |
| Personal Products | 1.99 | - |
| Power | 9.35 | - |
| Gas | 2.05 | - |
| Consumer Durables | 1.57 | 1.77 |
| Retailing | 4.79 | 1.5 |
| Beverages | 4.67 | 1.46 |
| Diversified Metals | 3.86 | - |
| IT - Software | 2.45 | 5.4 |
| Food Products | 2.98 | - |
| Industrial Manufacturing | 0.88 | 1.26 |
| Non - Ferrous Metals | 0.91 | - |
| Realty | 3.41 | - |
| Chemicals & Petrochemicals | 3.37 | 4.53 |
| Auto Components | 3.58 | - |
| Ferrous Metals | 1.69 | - |
| Healthcare Services | - | 3.91 |
| Capital Markets | - | 5.07 |
| Telecom - Services | - | 5.21 |
| Transport Services | - | 5.1 |
| Financial Technology (Fintech) | - | 2.54 |
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