HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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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 HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16593 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jul 2002 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 8.28% 49%
Expense Ratio 0.36 0.79
Manager Arun Agarwal Deepesh Agarwal
ISIN Code INF179K01KZ8 INF789FC11T3
Exits Load Exit load of 0.25% if redeemed within 3 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.06% 2.36%
6 Month 14.81% 28.54%
1 Year 30.71% 69.03%
3 Year 15.29% 22.88%
5 Year 18.52% 23.55%

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.36% 32.87%
3 Year 27.59% 56.87%
5 Year 56.72% 91.94%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 19.05% 24.53%
3 Year 45.25% 62.34%
5 Year 62.66% 97.82%

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 16.75%
Sharp 0.68% 0.93%
Beta 0.99% 1.15%
Alpha -1.8% 3.56%

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Fund Managers

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Arun Agarwal Deepesh Agarwal
Total AUM ₹110478 Cr ₹35015 Cr
Fund Manage 14 9
HDFC Index Fund-NIFTY 50 Plan - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Large Cap 99.61 88.22
Others 0.39 1.96
Mid Cap - 9.8

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Banks 29.67 -
Petroleum Products 10.5 -
IT - Software 12.46 -
Construction 3.89 2.6
Diversified FMCG 5.76 -
Telecom - Services 3.63 -
Automobiles 8.02 -
Finance 3.43 -
Power 3.11 -
Pharmaceuticals & Biotechnology 3.55 -
Ferrous Metals 2.18 -
Consumer Durables 2.56 -
Cement & Cement Products 2.18 -
Transport Infrastructure 1.02 -
Consumable Fuels 1.01 -
Oil 1 -
Non - Ferrous Metals 0.95 -
Food Products 1.46 -
Metals & Minerals Trading 0.78 -
Agricultural Food & other Products 0.65 -
Insurance 1.22 3.43
Healthcare Services 0.58 -
Others 0.39 -
Capital Goods - 18.49
Services - 14.13
Energy - 11.27
Financial - 19.29
Metals & Mining - 4.85
Automobile - 5.58
Consumer Staples - 9.91
Chemicals - 2.24
Materials - 4.13
Diversified - 1.59
Healthcare - 2.47

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