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) | ₹2458 Cr | ₹8131 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 | 3.57% | 1.89% |
6 Month | 21.54% | 15.63% |
1 Year | -7.92% | -15.42% |
3 Year | 20.2% | 15.27% |
5 Year | - | - |
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 | 3.91% | 2.91% |
1 Year | 8.63% | 0.27% |
3 Year | 18.32% | 12.42% |
5 Year | - | - |
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 | 26.94% | 14.77% |
3 Year | 25% | 21.85% |
5 Year | - | - |
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 | 19.33% | 17.83% |
Sharp | 0.71% | 0.53% |
Beta | 0.99% | 1.00% |
Alpha | -1.41% | -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 | 0.67 | 7.72 |
Small Cap | 97.14 | - |
Mid Cap | 1.99 | 34.55 |
Large Cap | 0.2 | 57.73 |
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 | 0.1 |
Utilities | 2.89 | - |
Financial Services | 19.88 | 49.24 |
Consumer Defensive | 4.47 | 1.43 |
Consumer Cyclical | 9.57 | 6.31 |
Technology | 7.95 | 9.36 |
Communication Services | 2.82 | 5.04 |
Industrials | 22.72 | 15.04 |
Basic Materials | 12.38 | 4.6 |
Healthcare | 13.97 | 8.87 |
Energy | 1.34 | - |
Real Estate | 1.94 | - |
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