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) | ₹21043 Cr | ₹5551 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 | -2.89% | -2.57% |
6 Month | 5.97% | 6.42% |
1 Year | 0.14% | -10.19% |
3 Year | 13.81% | 17.75% |
5 Year | 18.35% | 19.98% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.39% | 4.62% |
1 Year | 6.1% | 0.09% |
3 Year | 13.13% | 17.81% |
5 Year | 13.87% | 17.14% |
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 | 12.68% | 18.97% |
Sharp | 0.87% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -0.43% | -0.80% |
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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 | 3.26 | 2.63 |
Large Cap | 95.62 | 87.72 |
Mid Cap | 1.13 | 9.65 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.26 | 0.21 |
Energy | 10.94 | 4.99 |
Technology | 11.18 | 2.06 |
Industrials | 5.94 | 14.79 |
Basic Materials | 5.93 | 10.02 |
Consumer Defensive | 6.48 | 13.1 |
Financial Services | 37.31 | 20.89 |
Healthcare | 3.59 | 6.15 |
Consumer Cyclical | 11.1 | 10.74 |
Communication Services | 4.72 | 2.42 |
Utilities | 2.54 | 10.76 |
Real Estate | - | 3.87 |
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