Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Index Fund vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

Invest Now

tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns7.34%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.64%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.98%

VS

Bandhan Floater Fund Regular - Growth Bandhan Floater Fund Regular - Growth

3Y Returns7.56%

Compare Now

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns19%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns18.74%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.65%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.27%

Compare Now
Add to Cart Successfully