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) | ₹775 Cr | ₹5941 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 | 2.35% | -2.1% |
| 6 Month | 6.28% | 2.56% |
| 1 Year | 6.73% | -4.96% |
| 3 Year | 12.43% | 16.08% |
| 5 Year | 15.07% | 16.87% |
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 | 4.58% | 1.04% |
| 1 Year | 17.72% | 10.21% |
| 3 Year | 13.34% | 14.83% |
| 5 Year | 13.01% | 14.79% |
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 | 12.69% | 6.6% |
| 3 Year | 12.86% | 17.03% |
| 5 Year | 12.64% | 19.29% |
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 | 11.60% | 17.80% |
| Sharp | 0.56% | 0.65% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.78% |
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 | 3.91 | 6.22 |
| Large Cap | 94.71 | 81.28 |
| Mid Cap | 1.38 | 12.5 |
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 | 0.68 | 0.06 |
| Energy | 10.64 | 5.62 |
| Technology | 9.88 | 2.26 |
| Industrials | 7.24 | 10.82 |
| Basic Materials | 6.37 | 12.69 |
| Healthcare | 4.22 | 6.3 |
| Consumer Defensive | 6.69 | 12.03 |
| Financial Services | 36.25 | 20.16 |
| Consumer Cyclical | 10.84 | 11.2 |
| Communication Services | 4.74 | 2.29 |
| Utilities | 2.45 | 13.06 |
| Real Estate | - | 3.52 |
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