UTI Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Nifty 50 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) | ₹26492 Cr | ₹8943 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Mar 2000 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 5% | 36% |
| Expense Ratio | 0.25 | 0.92 |
| Manager | Deepesh Agarwal | Sharwan Kumar Goyal |
| ISIN Code | INF789F01JN2 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.11% | -1.33% |
| 6 Month | 3.82% | -0.67% |
| 1 Year | 9.89% | -6.07% |
| 3 Year | 14.01% | 17.49% |
| 5 Year | 14.39% | - |
SIP Return Analysis
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.53% | 2.44% |
| 1 Year | 16.81% | 10.71% |
| 3 Year | 13.28% | 10.09% |
| 5 Year | 13.12% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.26% | 13.34% |
| 3 Year | 13.49% | 20.81% |
| 5 Year | 13.2% | - |
Risk Management
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.47% | 17.24% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepesh Agarwal | Sharwan Kumar Goyal |
| Total AUM | ₹35015 Cr | ₹27732 Cr |
| Funds Managed | 9 | 8 |
| UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | - |
| Large Cap | 99.99 | 73.78 |
| Mid Cap | - | 26.24 |
Sector Allocation
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.02 | - |
| Petroleum Products | 8.87 | - |
| IT - Software | 10.31 | 5.4 |
| Construction | 4 | - |
| Ferrous Metals | 2.07 | - |
| Consumer Durables | 2.44 | 1.77 |
| Healthcare Services | 1.34 | 3.91 |
| Diversified FMCG | 5.09 | - |
| Non - Ferrous Metals | 0.98 | - |
| Banks | 30.23 | 14.41 |
| Pharmaceuticals & Biotechnology | 2.97 | 4.08 |
| Cement & Cement Products | 2.03 | 1.54 |
| Automobiles | 6.79 | 3.54 |
| Insurance | 1.43 | 13.37 |
| Agricultural Food & other Products | 0.64 | - |
| Oil | 0.79 | - |
| Food Products | 0.76 | - |
| Aerospace & Defense | 1.23 | 5.79 |
| Finance | 5.15 | 17.55 |
| Telecom - Services | 4.79 | 5.21 |
| Metals & Minerals Trading | 0.5 | - |
| Consumable Fuels | 0.71 | - |
| Transport Services | 1.08 | 5.1 |
| Power | 2.31 | - |
| Transport Infrastructure | 0.94 | - |
| Retailing | 2.54 | 1.5 |
| Leisure Services | - | 1.99 |
| Capital Markets | - | 5.07 |
| Industrial Manufacturing | - | 1.26 |
| Chemicals & Petrochemicals | - | 4.53 |
| Beverages | - | 1.46 |
| Financial Technology (Fintech) | - | 2.54 |
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