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UTI Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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