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

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

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UTI Nifty Next 50 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 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8131 Cr	₹5482 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Mar 2021	28 Jun 2018
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 200 Momentum 30 TRI	Nifty Next 50 TRI
Turn Over	36%	49%
Expense Ratio	0.92	0.8
Manager	Sharwan Kumar Goyal	Deepesh Agarwal
ISIN Code	INF789F1AUS7	INF789FC11T3
Exits Load	Data not available./365	Data not available./365

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	2.37%	3.97%
6 Month	15.26%	16.64%
1 Year	-15.31%	-7.93%
3 Year	16.24%	16.06%
5 Year	-	20.18%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	2.91%	3.51%
1 Year	0.27%	7.86%
3 Year	12.42%	17.3%
5 Year	-	16.38%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	14.77%	8.17%
3 Year	21.85%	17.14%
5 Year	-	18.97%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	17.83%	17.95%
Sharp	0.53%	0.48%
Beta	1.00%	1.00%
Alpha	-0.66%	-0.80%

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name	Sharwan Kumar Goyal	Deepesh Agarwal
Total AUM	₹27732 Cr	₹35015 Cr
Funds Managed	8	9
	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	7.78	2.54
Mid Cap	34.44	9.68
Large Cap	57.78	87.78

Scheme Name	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.06	0.22
Financial Services	49.03	19.58
Healthcare	8.4	6.14
Consumer Cyclical	7.12	11.89
Basic Materials	4.52	10.09
Industrials	14.56	14.49
Technology	9.8	2.09
Communication Services	5.07	2.32
Consumer Defensive	1.43	14.23
Energy	-	4.87
Utilities	-	10.5
Real Estate	-	3.56