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Axis Nifty 100 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon Axis Nifty 100 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5941 Cr ₹2020 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 0.43% 0.76%
6 Month 4.05% 4.02%
1 Year 3.49% 9.43%
3 Year 17.7% 12.91%
5 Year 18.48% 15.36%

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 2.32% 3.21%
1 Year 12.59% 14.23%
3 Year 16.51% 13.08%
5 Year 15.76% 12.79%

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 6.8% 13.16%
3 Year 17.03% 15.11%
5 Year 19.42% 17.27%

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 17.80% 12.49%
Sharp 0.65% 0.54%
Beta 1.00% 1.00%
Alpha -0.78% -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 6.22 4.15
Large Cap 81.28 92.64
Mid Cap 12.5 3.21

Sector Allocation

Scheme Name

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Axis Nifty 100 Index Fund - Regular Plan - Growth Option

Others 0.06 0.43
Industrials 10.82 7.83
Healthcare 6.3 4.57
Financial Services 20.16 33.64
Energy 5.62 9.83
Consumer Cyclical 11.2 10.92
Basic Materials 12.69 7.42
Consumer Defensive 12.03 7.58
Utilities 13.06 4.22
Technology 2.26 8.65
Real Estate 3.52 0.58
Communication Services 2.29 4.34

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