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 | ₹5288 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 | 3.57% | 2.64% |
6 Month | 6.52% | -0.85% |
1 Year | 5.48% | -5.89% |
3 Year | 17.64% | 22.39% |
5 Year | 19.6% | 21.14% |
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 | 8.96% | 8.98% |
1 Year | 13.67% | 4.06% |
3 Year | 14.87% | 19.46% |
5 Year | 14.73% | 18.07% |
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 | 12.72% | 9.04% |
3 Year | 12.59% | 16.9% |
5 Year | 12.58% | 17.76% |
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 | 12.59% | 18.97% |
Sharp | 0.86% | 0.87% |
Beta | 0.99% | 1.00% |
Alpha | -0.64% | -0.80% |
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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 | 1.25 | 3.22 |
Large Cap | 97.65 | 87.08 |
Mid Cap | 1.1 | 9.7 |
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 | 0.46 | 0.85 |
Energy | 10.78 | 4.91 |
Technology | 11.2 | 2 |
Industrials | 6 | 14.62 |
Basic Materials | 5.77 | 10.02 |
Consumer Defensive | 6.71 | 13.69 |
Financial Services | 37.45 | 20.72 |
Healthcare | 3.64 | 6 |
Consumer Cyclical | 11 | 10.29 |
Communication Services | 4.43 | 2.37 |
Utilities | 2.57 | 10.63 |
Real Estate | - | 3.89 |
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