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) | ₹5497 Cr | ₹1918 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 | -0.97% | -0.36% |
6 Month | 13.59% | 9.63% |
1 Year | -7.43% | -0.05% |
3 Year | 15.51% | 11.87% |
5 Year | 19.41% | 17.23% |
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 | 2.34% | 2.3% |
1 Year | -1.16% | 3.91% |
3 Year | 15.82% | 11.74% |
5 Year | 15.8% | 12.49% |
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 | 8.17% | 15.04% |
3 Year | 17.14% | 15.4% |
5 Year | 18.97% | 16.98% |
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 | 18.14% | 12.89% |
Sharp | 0.64% | 0.55% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -0.96% |
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 | 2.48 | 3.12 |
Large Cap | 87.86 | 94.3 |
Mid Cap | 9.67 | 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 | 0.15 | 0.35 |
Industrials | 14.56 | 7.37 |
Consumer Cyclical | 10.99 | 11.2 |
Healthcare | 6.34 | 4.2 |
Consumer Defensive | 13.89 | 7.93 |
Financial Services | 20.27 | 34.78 |
Energy | 5.09 | 9.6 |
Basic Materials | 10 | 6.77 |
Utilities | 10.68 | 3.94 |
Technology | 2.04 | 8.99 |
Real Estate | 3.65 | 0.62 |
Communication Services | 2.33 | 4.25 |
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