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) | ₹1883 Cr | ₹8121 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 Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 72% | 36% |
Expense Ratio | 0.94 | 0.91 |
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 | -9.97% | -7.53% |
6 Month | -12.89% | -19.16% |
1 Year | -0.54% | -2.07% |
3 Year | 15.65% | 14.02% |
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 | - | - |
1 Year | -7.49% | -18.13% |
3 Year | 21.71% | 17.76% |
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 | 30.19% | 20.19% |
3 Year | 25.72% | 24.03% |
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 | 17.99% | 17.24% |
Sharp | 1% | 1.12% |
Beta | 1.01% | 1.16% |
Alpha | -1.39% | 7.34% |
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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 |
Fund Manage | 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 | 0.11 | -0.44 |
Small Cap | 46.88 | - |
Mid Cap | 3.33 | 31.12 |
Large Cap | 0.33 | 69.34 |
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 | -0.22 | -0.44 |
Consumer Staples | 3.25 | 2.61 |
Materials | 2.76 | 5.71 |
Energy | 2.24 | 4.56 |
Chemicals | 4.03 | - |
Financial | 7.62 | 12.93 |
Consumer Discretionary | 2.64 | - |
Healthcare | 4.69 | 16.13 |
Textiles | 1.24 | - |
Capital Goods | 7.21 | 18.83 |
Communication | 1.22 | - |
Services | 2.41 | 6.42 |
Technology | 2.84 | - |
Metals & Mining | 3.77 | 2.42 |
Automobile | 0.99 | 22.07 |
Diversified | 1.15 | - |
Construction | 2.81 | 8.78 |
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