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) | ₹23719 Cr | ₹8131 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 | 2.84% | 2.37% |
6 Month | 13.32% | 15.26% |
1 Year | 0.62% | -15.31% |
3 Year | 13.94% | 16.24% |
5 Year | 18.09% | - |
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 | 3.18% | 2.91% |
1 Year | 10.88% | 0.27% |
3 Year | 12.8% | 12.42% |
5 Year | 13.17% | - |
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 | 13.01% | 14.77% |
3 Year | 13.16% | 21.85% |
5 Year | 13.03% | - |
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 | 12.11% | 17.83% |
Sharp | 0.47% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -0.34% | -0.66% |
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 | 2.88 | 7.78 |
Large Cap | 95.99 | 57.78 |
Mid Cap | 1.13 | 34.44 |
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 | 0.04 | 0.06 |
Energy | 10.42 | - |
Technology | 10.51 | 9.8 |
Industrials | 5.89 | 14.56 |
Basic Materials | 6.29 | 4.52 |
Consumer Defensive | 6.95 | 1.43 |
Financial Services | 36.81 | 49.03 |
Healthcare | 3.75 | 8.4 |
Consumer Cyclical | 12.17 | 7.12 |
Communication Services | 4.65 | 5.07 |
Utilities | 2.53 | - |
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