Franklin India Index Fund vs UTI Nifty Next 50 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | IDCW | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹737 Cr | ₹5482 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Aug 2000 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
Turn Over | 18.1% | 49% |
Expense Ratio | 0.63 | 0.8 |
Manager | Sandeep Manam | Deepesh Agarwal |
ISIN Code | INF090I01890 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.21% | 1.32% |
6 Month | 13.43% | 13.42% |
1 Year | 1.82% | -8.52% |
3 Year | 14.12% | 17.45% |
5 Year | 16.7% | 20.12% |
SIP Return Analysis
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.53% | 2.35% |
1 Year | 11.21% | 10.55% |
3 Year | 12.13% | 16.62% |
5 Year | 12.48% | 15.91% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.5% | 7.7% |
3 Year | 12.67% | 16.95% |
5 Year | 12.68% | 19.26% |
Risk Management
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.69% | 17.79% |
Sharp | 0.58% | 0.60% |
Beta | 0.99% | 1.00% |
Alpha | -0.64% | -0.79% |
Fund Managers
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sandeep Manam | Deepesh Agarwal |
Total AUM | ₹74256 Cr | ₹35015 Cr |
Funds Managed | 20 | 9 |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.25 | 2.54 |
Large Cap | 95.62 | 87.78 |
Mid Cap | 1.13 | 9.68 |
Sector Allocation
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.42 | 0.22 |
Energy | 10.38 | 4.87 |
Technology | 10.47 | 2.09 |
Industrials | 5.87 | 14.49 |
Basic Materials | 6.27 | 10.09 |
Consumer Defensive | 6.93 | 14.23 |
Financial Services | 36.67 | 19.58 |
Healthcare | 3.73 | 6.14 |
Consumer Cyclical | 12.12 | 11.89 |
Communication Services | 4.63 | 2.32 |
Utilities | 2.52 | 10.5 |
Real Estate | - | 3.56 |
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