UTI Nifty 200 Momentum 30 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1625 Cr | ₹7668 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 36% | 36% |
Expense Ratio | 0.8 | 0.92 |
Manager | Himanshu Mange | Sharwan Kumar Goyal |
ISIN Code | INF204KB15Z3 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.18% | 3.45% |
6 Month | -1.66% | -11.83% |
1 Year | 4.25% | -12.97% |
3 Year | 28.1% | 23.24% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.65% | 8.44% |
1 Year | 10.42% | -6.16% |
3 Year | 23.21% | 16.23% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.61% | 16.74% |
3 Year | 24.62% | 21.26% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.186% | 19.196% |
Sharp | 0.827% | 0.48% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.09 |
Mid Cap | 87.5 | 35.1 |
Large Cap | 6.16 | 64.99 |
Small Cap | 6.33 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.09 |
Utilities | 2.01 | - |
Industrials | 19.51 | 5.96 |
Financial Services | 19.79 | 8.6 |
Basic Materials | 11.04 | 2.73 |
Technology | 10.24 | 31.12 |
Healthcare | 10.94 | 14.43 |
Consumer Cyclical | 12.96 | 24.56 |
Real Estate | 3.43 | - |
Energy | 2.6 | 0.91 |
Communication Services | 3.16 | 9.62 |
Consumer Defensive | 4.32 | 2.16 |
Top Comparisons
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns11.72%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.77%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.34%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.56%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%