BANDHAN Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2111 Cr | ₹5953 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2010 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
| Turn Over | 5% | 49% |
| Expense Ratio | 0.6 | 0.8 |
| Manager | Nemish Sheth | Deepesh Agarwal |
| ISIN Code | INF194K01920 | INF789FC11T3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.42% | -2.63% |
| 6 Month | 4.42% | 1.76% |
| 1 Year | 7.33% | -4.54% |
| 3 Year | 12.7% | 16.31% |
| 5 Year | 13.99% | 16.11% |
SIP Return Analysis
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.52% | 0.21% |
| 1 Year | 16.04% | 10.66% |
| 3 Year | 12.76% | 14.63% |
| 5 Year | 12.69% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.01% | 6.51% |
| 3 Year | 13.03% | 17.02% |
| 5 Year | 12.98% | 19.26% |
Risk Management
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 17.85% |
| Sharp | 0.50% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.69% | -0.78% |
Fund Managers
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Nemish Sheth | Deepesh Agarwal |
| Total AUM | ₹5843 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.32 | 6.02 |
| Large Cap | 95.34 | 81.38 |
| Mid Cap | 1.34 | 12.6 |
Sector Allocation
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.01 | 0.06 |
| Energy | 10.89 | 5.63 |
| Technology | 10.23 | 2.45 |
| Industrials | 7.25 | 10.62 |
| Basic Materials | 6.17 | 12.86 |
| Healthcare | 4.32 | 6.26 |
| Consumer Defensive | 6.49 | 12.21 |
| Financial Services | 36.83 | 20.2 |
| Consumer Cyclical | 10.7 | 11.44 |
| Communication Services | 4.79 | 2.24 |
| Utilities | 2.32 | 12.63 |
| Real Estate | - | 3.41 |
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