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) | ₹5482 Cr | ₹1928 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 | -0.04% | 0.03% |
6 Month | 11.14% | 10.66% |
1 Year | -9.6% | -1.33% |
3 Year | 18.12% | 14.04% |
5 Year | 19.99% | 16.53% |
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 | 2.35% | 1.59% |
1 Year | 10.55% | 10.82% |
3 Year | 16.62% | 12.39% |
5 Year | 15.91% | 12.51% |
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 | 7.7% | 14.04% |
3 Year | 16.95% | 15.27% |
5 Year | 19.26% | 17.28% |
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 | 17.79% | 12.52% |
Sharp | 0.60% | 0.54% |
Beta | 1.00% | 1.00% |
Alpha | -0.79% | -0.95% |
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 | 2.54 | 2.94 |
Large Cap | 87.78 | 94.48 |
Mid Cap | 9.68 | 2.58 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.22 | 0.2 |
Industrials | 14.49 | 7.34 |
Consumer Cyclical | 11.89 | 12.1 |
Healthcare | 6.14 | 4.15 |
Consumer Defensive | 14.23 | 8.18 |
Financial Services | 19.58 | 33.85 |
Energy | 4.87 | 9.47 |
Basic Materials | 10.09 | 6.92 |
Utilities | 10.5 | 3.87 |
Technology | 2.09 | 9.07 |
Real Estate | 3.56 | 0.6 |
Communication Services | 2.32 | 4.25 |
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