UTI Nifty 200 Momentum 30 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 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) | ₹1024 Cr | ₹8543 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Feb 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 39% | 36% |
Expense Ratio | 0.76 | 0.92 |
Manager | Himanshu Mange | Sharwan Kumar Goyal |
ISIN Code | INF204KB19Y8 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.1% | -4.69% |
6 Month | -2.97% | 3.16% |
1 Year | -9.56% | -16.98% |
3 Year | 14% | 19.48% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.35% | 4.14% |
1 Year | -8.77% | -6.89% |
3 Year | 10.11% | 13.95% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.01% | 16.74% |
3 Year | 17.69% | 21.26% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.37% | 18.31% |
Sharp | 0.84% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.65% |
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Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Sharwan Kumar Goyal |
Total AUM | ₹0 Cr | ₹27732 Cr |
Funds Managed | 10 | 8 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.47 | 7.77 |
Large Cap | 98.03 | 57.12 |
Mid Cap | 1.5 | 35.11 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.47 | -0.01 |
Technology | 30.69 | 8.96 |
Basic Materials | 5.44 | 4.98 |
Healthcare | 4.24 | 8.65 |
Financial Services | 24.77 | 49.45 |
Consumer Defensive | 10.1 | 1.45 |
Consumer Cyclical | 11.83 | 6.14 |
Energy | 4.79 | 0 |
Utilities | 7.68 | - |
Industrials | - | 15.35 |
Communication Services | - | 5.02 |
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