| Feature | Tata Nifty Midcap 150 Momentum 50 Index Fund | UTI Nifty200 Momentum 30 Index Fund |
| Category | Index Funds/ETFs | Index Funds/ETFs |
| Fund House | Tata Mutual Fund | UTI Mutual Fund |
| NAV (as on 25th June, 2024) | ₹ 18.7363 | ₹ 24.3507 |
| Expense Ratio | 0.31% | 0.46% |
| Fund Size | ₹ 323.11 Cr | ₹ 6276.71 Cr |
| Risk | Very High | Very High |
Portfolio Allocation
| Feature | Tata Nifty Midcap 150 Momentum 50 Index Fund | UTI Nifty200 Momentum 30 Index Fund |
| Equity | 99.12% | 100.46% |
| Large Cap | 12.11% | 47.8% |
| Mid Cap | 46.88% | 40.77% |
| Small Cap | 15.06% | 0.76% |
Top 5 Stocks
| Tata Nifty Midcap 150 Momentum 50 Index Fund | % of Total Holdings | UTI Nifty200 Momentum 30 Index Fund | % of Total Holdings |
| Rural Electrification Corporation Limited | 5.12% | Hindustan Aeronautics Ltd. | 6.94% |
| Power Finance Corporation Ltd. | 5.01% | Trent Limited | 6.04% |
| Aurobindo Pharma Ltd. | 4.45% | Bajaj Auto Ltd. | 5.53% |
| Bharat Heavy Electricals Ltd. | 4.42% | Coal India Ltd. | 5.28% |
| Lupin Ltd. | 4.32% | Bharat Electronics Ltd. | 5.19% |
Returns
| Period | Tata Nifty Midcap 150 Momentum 50 Index Fund | UTI Nifty200 Momentum 30 Index Fund |
| 1 Week | -1.09% | -2.35% |
| 1 Month | 3.86% | 1.74% |
| 3 Months | 20.87% | 17.48% |
| 6 Months | 29.91% | 32.44% |
| YTD | 28.49% | 29.72% |
| 1 Year | 75.99% | 71.39% |
| Since Inception | 87.36% | 143.51% |
SIP Returns
| Period | Tata Nifty Midcap 150 Momentum 50 Index Fund | UTI Nifty200 Momentum 30 Index Fund |
| 1 Year | 37.82% | 38.43% |
| 2 Years | N/A | 65.29% |
| 3 Years | N/A | 72.58% |
Portfolio Turnover Ratio
| Feature | Tata Nifty Midcap 150 Momentum 50 Index Fund | UTI Nifty200 Momentum 30 Index Fund |
| Portfolio Turnover Ratio | 190.27% | 98.00% |
Disclaimer: The information provided in this article is for educational and informational purposes only. It should not be considered investment advice or a recommendation to invest in any particular mutual fund or asset class. Past performance does not indicate future results, and investors should research and consult with a financial advisor before making investment decisions. Investing in mutual funds involves risks, including the possible loss of principal invested.
TOPICS:
Mutual funds