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HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹22531 Cr | ₹5953 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 | -0.78% | -2.99% |
| 6 Month | 4.39% | 1.81% |
| 1 Year | 6.99% | -5.44% |
| 3 Year | 13.02% | 16.47% |
| 5 Year | 14.28% | 16.23% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.59% | 0.21% |
| 1 Year | 16.33% | 10.66% |
| 3 Year | 13.08% | 14.63% |
| 5 Year | 12.95% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.86% | 6.6% |
| 3 Year | 12.89% | 17.03% |
| 5 Year | 12.64% | 19.29% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 17.85% |
| Sharp | 0.53% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.41% | -0.78% |
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 | 3.36 | 6.02 |
| Large Cap | 95.3 | 81.38 |
| Mid Cap | 1.34 | 12.6 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.05 | 0.06 |
| Energy | 10.88 | 5.63 |
| Technology | 10.22 | 2.45 |
| Industrials | 7.25 | 10.62 |
| Basic Materials | 6.17 | 12.86 |
| Healthcare | 4.32 | 6.26 |
| Consumer Defensive | 6.49 | 12.21 |
| Financial Services | 36.82 | 20.2 |
| Consumer Cyclical | 10.7 | 11.44 |
| Communication Services | 4.79 | 2.24 |
| Utilities | 2.32 | 12.63 |
| Real Estate | - | 3.41 |
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