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Compare UTI Nifty200 Momentum 30 Index Fund vs Kotak Nifty Next 50 Index Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.92 | 0.58 |
NAV | ₹19.89 | ₹18.73 |
Fund Started | 18 Feb 2021 | 17 Feb 2021 |
Fund Size | ₹7352.90 Cr | ₹559.71 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
0.92
0.58
NAV
₹19.89
₹18.73
Fund Started
18 Feb 2021
17 Feb 2021
Fund Size
₹7352.90 Cr
₹559.71 Cr
Exit Load
-
-
Returns
1 Year | -6.40% | 4.14% |
3 Year | 14.20% | 15.32% |
5 Year | - | - |
1 Year
-6.40%
4.14%
3 Year
14.20%
15.32%
5 Year
-
-
Holding Analysis
Equity | 100.10% | 100.05% |
Cash | -0.10% | -0.05% |
Equity
100.10%
100.05%
Cash
-0.10%
-0.05%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.26% |
Sun Pharmaceutical Industries Ltd. | 5.44% |
Mahindra & Mahindra Ltd. | 5.17% |
Divi's Laboratories Ltd. | 5.03% |
HCL Technologies Ltd. | 4.84% |
Tech Mahindra Ltd. | 4.76% |
Infosys Ltd. | 4.76% |
Bharat Electronics Ltd. | 4.50% |
Persistent Systems Ltd. | 4.45% |
The Indian Hotels Company Ltd. | 4.39% |
Name | Assets |
|---|---|
Interglobe Aviation Ltd. | 4.55% |
Hindustan Aeronautics Ltd. | 3.60% |
Vedanta Ltd. | 3.57% |
Divi's Laboratories Ltd. | 3.33% |
Varun Beverages Ltd. | 3.28% |
The Indian Hotels Company Ltd. | 3.14% |
Cholamandalam Investment and Finance Company Ltd. | 2.90% |
Tata Power Company Ltd. | 2.86% |
Power Finance Corporation Ltd. | 2.74% |
Avenue Supermarts Ltd. | 2.72% |
Fund Manager
Name | Sharwan Kumar Goyal | Satish Dondapati |
Start Date | 02 Jul 2018 | 31 May 2021 |
Name
Sharwan Kumar Goyal
Satish Dondapati
Start Date
02 Jul 2018
31 May 2021
About Fund
Description | The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. | The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors. |
Launch Date | 18 Feb 2021 | 17 Feb 2021 |
Description
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors.
Launch Date
18 Feb 2021
17 Feb 2021