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) | ₹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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