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HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - 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 Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund HDFC Nifty 50 Index Fund - 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) ₹18383 Cr ₹4581 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Jul 2002 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 8.28% 49%
Expense Ratio 0.36 0.8
Manager Arun Agarwal Deepesh Agarwal
ISIN Code INF179K01KZ8 INF789FC11T3
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 3.44% 2.26%
6 Month 0.1% -8.13%
1 Year 8.51% -0.65%
3 Year 13.29% 14.75%
5 Year 20.6% 21.64%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 3% 0.75%
1 Year 1.03% -11.38%
3 Year 13.25% 18.18%
5 Year 14.55% 17.58%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 14.46% 10.44%
3 Year 12.72% 17.14%
5 Year 12.47% 17.42%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 13.108% 19.657%
Sharp 0.344% 0.378%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others 0.91 -0.16
Large Cap 97.82 88.41
Mid Cap 1.27 11.75

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others 0.05 -0.16
Energy 10.97 2.08
Technology 13.97 2.11
Industrials 5.74 14.31
Basic Materials 5.84 10.19
Consumer Defensive 8 10.46
Financial Services 34.33 23.92
Healthcare 3.91 5.83
Consumer Cyclical 10.32 12.93
Communication Services 4.13 2.68
Utilities 2.75 12.12
Real Estate - 3.53

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