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

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

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

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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) ₹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 0.8% -2.59%
6 Month 3.48% -1%
1 Year 5.85% -7.05%
3 Year 12.4% 15.65%
5 Year 14.39% 16.26%

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 11.47% 17.85%
Sharp 0.51% 0.58%
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 6.02
Large Cap 94.71 81.38
Mid Cap 1.38 12.6

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 5.63
Technology 9.88 2.45
Industrials 7.24 10.62
Basic Materials 6.37 12.86
Healthcare 4.22 6.26
Consumer Defensive 6.69 12.21
Financial Services 36.25 20.2
Consumer Cyclical 10.84 11.44
Communication Services 4.74 2.24
Utilities 2.45 12.63
Real Estate - 3.41

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