UTI Nifty 200 Momentum 30 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2563 Cr | ₹8204 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Oct 2020 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 72% | 36% |
| Expense Ratio | 0.94 | 0.92 |
| Manager | Himanshu Mange | Sharwan Kumar Goyal |
| ISIN Code | INF204KB12W7 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.09% | 1.8% |
| 6 Month | 7.68% | 5.89% |
| 1 Year | 1.21% | -3.55% |
| 3 Year | 20.92% | 16.6% |
| 5 Year | 25.79% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.67% | 2.27% |
| 1 Year | 7.14% | 8.78% |
| 3 Year | 14.84% | 11.76% |
| 5 Year | 17.37% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.27% | 13.34% |
| 3 Year | 24.2% | 20.81% |
| 5 Year | 26.71% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.30% | 17.81% |
| Sharp | 0.78% | 0.58% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.66% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.12 | 8.27 |
| Small Cap | 95.66 | - |
| Mid Cap | 2.22 | 33.92 |
| Large Cap | 0 | 57.81 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.09 | 0.03 |
| Utilities | 2.88 | - |
| Financial Services | 20.62 | 49.57 |
| Consumer Defensive | 3.99 | 1.47 |
| Consumer Cyclical | 11.34 | 7.01 |
| Technology | 8.42 | 9.62 |
| Communication Services | 2.62 | 5.2 |
| Healthcare | 14.97 | 8.29 |
| Industrials | 20.54 | 14.59 |
| Basic Materials | 11.19 | 4.22 |
| Energy | 1.67 | - |
| Real Estate | 1.85 | - |
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