HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

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HDFC Nifty 50 Index Fund - Growth Plan

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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)	₹20527 Cr	₹5482 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	2.6%	3.03%
6 Month	12.5%	15.28%
1 Year	-0.23%	-9.43%
3 Year	12.69%	15.07%
5 Year	17.85%	20.02%

SIP Return Analysis

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	3.16%	3.51%
1 Year	10.77%	7.86%
3 Year	12.71%	17.3%
5 Year	13.07%	16.38%

Rolling Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	14.08%	8.17%
3 Year	12.8%	17.14%
5 Year	12.57%	18.97%

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.11%	17.95%
Sharp	0.46%	0.48%
Beta	1.00%	1.00%
Alpha	-0.42%	-0.80%

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	3.12	2.48
Large Cap	95.74	87.86
Mid Cap	1.14	9.67

Sector Allocation

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.25	0.15
Energy	10.52	5.09
Technology	10.42	2.04
Industrials	5.91	14.56
Basic Materials	6.11	10
Consumer Defensive	6.73	13.89
Financial Services	37.76	20.27
Healthcare	3.77	6.34
Consumer Cyclical	11.29	10.99
Communication Services	4.64	2.33
Utilities	2.58	10.68
Real Estate	-	3.65

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