Compare UTI Nifty200 Momentum 30 Index Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
UTI Nifty200 Momentum 30 Index Fund
EquityThematic-Factor-based
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
2.0
2.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.29
1.38
NAV
₹20.20
₹17.80
Fund Started
18 Feb 2021
10 Nov 2022
Fund Size
₹7961.68 Cr
₹1728.39 Cr
Exit Load
-
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-8.55%
-3.28%
3 Year
7.70%
11.69%
5 Year
6.09%
-
Equity
99.93%
99.87%
Cash
0.07%
-0.06%
Top 10 Holdings
Name | Assets |
|---|---|
Laurus Labs Ltd. | 6.54% |
Multi Commodity Exchange Of India Ltd. | 6.04% |
Tata Steel Ltd. | 5.04% |
Shriram Finance Ltd | 5.02% |
Hindalco Industries Ltd. | 5.02% |
NTPC Ltd. | 4.70% |
Adani Power Ltd. | 4.62% |
Cummins India Ltd. | 4.46% |
GE Vernova T&D India Ltd | 4.32% |
Vedanta Ltd. | 4.25% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.02% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name
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-
Start Date
-
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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 provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Launch Date
18 Feb 2021
10 Nov 2022
