Axis Nifty 100 Index Fund vs UTI Nifty Next 50 Index Fund compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5551 Cr | ₹1949 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Jun 2018 | 18 Oct 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Next 50 TRI | NIFTY 100 TRI |
Turn Over | 49% | 9.69% |
Expense Ratio | 0.8 | 0.92 |
Manager | Deepesh Agarwal | Ashish Naik |
ISIN Code | INF789FC11T3 | INF846K01S52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.17% | 1.06% |
6 Month | 4.88% | 7.36% |
1 Year | -6.65% | -0.37% |
3 Year | 19.83% | 15.8% |
5 Year | 20.77% | 18.34% |
SIP Return Analysis
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.69% | 6.65% |
1 Year | 2.77% | 8.45% |
3 Year | 18.58% | 14.04% |
5 Year | 17.51% | 14.05% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.04% | 16.61% |
3 Year | 16.9% | 15.32% |
5 Year | 17.76% | 15.7% |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.97% | 13.50% |
Sharp | 0.87% | 0.82% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -0.96% |
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Fund Managers
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepesh Agarwal | Ashish Naik |
Total AUM | ₹35015 Cr | ₹82854 Cr |
Funds Managed | 9 | 12 |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.63 | 3.26 |
Large Cap | 87.72 | 94.17 |
Mid Cap | 9.65 | 2.57 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.21 | 0.37 |
Industrials | 14.79 | 7.44 |
Consumer Cyclical | 10.74 | 11.01 |
Healthcare | 6.15 | 4.01 |
Consumer Defensive | 13.1 | 7.59 |
Financial Services | 20.89 | 34.5 |
Energy | 4.99 | 9.92 |
Basic Materials | 10.02 | 6.62 |
Utilities | 10.76 | 3.94 |
Technology | 2.06 | 9.62 |
Real Estate | 3.87 | 0.66 |
Communication Services | 2.42 | 4.32 |
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