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UTI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8059 Cr | ₹5288 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 | 4.65% | 2.3% |
| 6 Month | -4.32% | 0.28% |
| 1 Year | -9.33% | -3.66% |
| 3 Year | 24.29% | 22.89% |
| 5 Year | - | 21.36% |
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 | 11.51% | 10.09% |
| 1 Year | -0.14% | 3.77% |
| 3 Year | 18.03% | 20.45% |
| 5 Year | - | 18.68% |
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 | 16.74% | 9.04% |
| 3 Year | 21.26% | 16.9% |
| 5 Year | - | 17.76% |
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 | 19.28% | 19.53% |
| Sharp | 0.69% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.60% | -0.80% |
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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 |
|---|---|---|
| Others | -0.09 | -0.16 |
| Large Cap | 64.99 | 88.41 |
| Mid Cap | 35.1 | 11.75 |
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 |
|---|---|---|
| Others | -0.09 | -0.16 |
| Industrials | 5.96 | 14.31 |
| Technology | 31.12 | 2.11 |
| Healthcare | 14.43 | 5.83 |
| Consumer Cyclical | 24.56 | 12.93 |
| Financial Services | 8.6 | 23.92 |
| Basic Materials | 2.73 | 10.19 |
| Energy | 0.91 | 2.08 |
| Communication Services | 9.62 | 2.68 |
| Consumer Defensive | 2.16 | 10.46 |
| Utilities | - | 12.12 |
| Real Estate | - | 3.53 |
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