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) | ₹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 | -2.1% | 1.54% |
| 6 Month | 2.56% | 5.45% |
| 1 Year | -4.96% | 4.35% |
| 3 Year | 16.08% | 12.39% |
| 5 Year | 16.87% | 14.86% |
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 | 1.71% | 4.03% |
| 1 Year | 11.6% | 16.13% |
| 3 Year | 15.88% | 13.53% |
| 5 Year | 15.57% | 13.15% |
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 | 6.6% | 12.78% |
| 3 Year | 17.03% | 15.07% |
| 5 Year | 19.29% | 17.21% |
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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