Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.08%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.27%

Compare Now

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns16.02%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns7.1%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.14%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns20.53%

VS

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

3Y Returns22.95%

Compare Now
Add to Cart Successfully