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) | ₹24116 Cr | ₹8543 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 | 1.67% | -0.22% |
6 Month | 8.91% | 1.88% |
1 Year | 3.29% | -14.43% |
3 Year | 17.22% | 22.95% |
5 Year | 19.79% | - |
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 | 6.6% | 7.24% |
1 Year | 10.41% | -4.88% |
3 Year | 14.15% | 14.73% |
5 Year | 14.45% | - |
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 | 12.69% | 18.31% |
Sharp | 0.88% | 0.97% |
Beta | 1.00% | 1.00% |
Alpha | -0.35% | -0.65% |
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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 | 0.9 | 7.77 |
Large Cap | 98 | 60.01 |
Mid Cap | 1.1 | 32.22 |
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 | 0.1 | 1.04 |
Energy | 10.81 | 0.99 |
Technology | 11.25 | 28.62 |
Industrials | 6.02 | 6.58 |
Basic Materials | 5.8 | 2.63 |
Consumer Defensive | 6.74 | 2.23 |
Financial Services | 37.56 | 10.46 |
Healthcare | 3.65 | 13.92 |
Consumer Cyclical | 11.05 | 24.11 |
Communication Services | 4.44 | 9.42 |
Utilities | 2.58 | - |
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