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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) | ₹20351 Cr | ₹7668 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 | 0.84% | 3.45% |
| 6 Month | 0.22% | -11.83% |
| 1 Year | 6.48% | -12.97% |
| 3 Year | 17.05% | 23.24% |
| 5 Year | 20.9% | - |
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 | 6.4% | 8.44% |
| 1 Year | 7.16% | -6.16% |
| 3 Year | 13.63% | 16.23% |
| 5 Year | 14.29% | - |
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 | 13.21% | 16.74% |
| 3 Year | 13.03% | 21.26% |
| 5 Year | 12.99% | - |
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 | 13.113% | 19.196% |
| Sharp | 0.35% | 0.48% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.7 | -0.09 |
| Large Cap | 98.02 | 64.99 |
| Mid Cap | 1.28 | 35.1 |
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 | -0.17 | -0.09 |
| Energy | 10.95 | 0.91 |
| Technology | 13.17 | 31.12 |
| Industrials | 5.45 | 5.96 |
| Basic Materials | 6.03 | 2.73 |
| Consumer Defensive | 7.65 | 2.16 |
| Financial Services | 36.6 | 8.6 |
| Healthcare | 3.83 | 14.43 |
| Consumer Cyclical | 9.62 | 24.56 |
| Communication Services | 4.25 | 9.62 |
| Utilities | 2.64 | - |
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