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

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

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tortoise-icon 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) ₹8943 Cr ₹5953 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

Trailing Lumpsum Returns

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 -0.87% 2.69%
6 Month 0.65% 3.03%
1 Year -2.76% 5.51%
3 Year 18.12% 18.97%
5 Year - 15.86%

SIP Return Analysis

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 2.44% 3.01%
1 Year 10.71% 14.46%
3 Year 10.09% 15.57%
5 Year - 15.31%

Rolling Lumpsum Returns

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 13.34% 6.33%
3 Year 20.81% 17.03%
5 Year - 19.23%

Risk Management

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 17.24% 16.75%
Sharp - -
Beta - -
Alpha - -

Fund Managers

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

Market Cap

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Mid Cap 26.24 6.76
Large Cap 73.78 93.23
Others - 0.02

Sector Allocation

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Finance 17.55 10.9
Healthcare Services 3.91 -
Banks 14.41 6.39
Leisure Services 1.99 2.83
Cement & Cement Products 1.54 3.02
Capital Markets 5.07 -
Insurance 13.37 2.92
Aerospace & Defense 5.79 3.73
Industrial Manufacturing 1.26 0.88
IT - Software 5.4 2.45
Chemicals & Petrochemicals 4.53 3.37
Pharmaceuticals & Biotechnology 4.08 6.26
Retailing 1.5 4.79
Telecom - Services 5.21 -
Automobiles 3.54 5.07
Transport Services 5.1 -
Beverages 1.46 4.68
Consumer Durables 1.77 1.57
Financial Technology (Fintech) 2.54 -
Others - 0.02
Electrical Equipment - 5.64
Petroleum Products - 5.63
Personal Products - 1.99
Power - 9.36
Gas - 2.06
Diversified Metals - 3.86
Food Products - 2.98
Non - Ferrous Metals - 0.91
Realty - 3.41
Auto Components - 3.6
Ferrous Metals - 1.69

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