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HSBC NIFTY 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5728 Cr | ₹347 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Jun 2018 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 49% | 8% |
| Expense Ratio | 0.8 | 0.45 |
| Manager | Deepesh Agarwal | Praveen Ayathan |
| ISIN Code | INF789FC11T3 | INF917K01D38 |
| Exits Load | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 2.55% | 3.59% |
| 6 Month | 8.49% | 6.41% |
| 1 Year | 0.17% | 7.01% |
| 3 Year | 17.8% | 13.29% |
| 5 Year | 20.57% | 17.85% |
SIP Return Analysis
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 1.05% | 0.14% |
| 1 Year | 7.95% | 6.95% |
| 3 Year | 15.51% | 10.53% |
| 5 Year | 15.24% | 11.59% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 7.7% | 14.71% |
| 3 Year | 16.95% | 15.33% |
| 5 Year | 19.26% | 19.59% |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.80% | 11.65% |
| Sharp | 0.65% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.78% | -0.51% |
Fund Managers
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Praveen Ayathan |
| Total AUM | ₹35015 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 6.1 | 3.19 |
| Large Cap | 81.42 | 95.42 |
| Mid Cap | 12.48 | 1.4 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.01 | 0.07 |
| Industrials | 11.23 | 7.08 |
| Consumer Cyclical | 11.5 | 11.67 |
| Healthcare | 5.93 | 4.29 |
| Consumer Defensive | 12.47 | 6.78 |
| Financial Services | 20 | 36.45 |
| Energy | 5.37 | 10.36 |
| Basic Materials | 12.9 | 6.32 |
| Utilities | 12.8 | 2.55 |
| Technology | 2.11 | 9.9 |
| Real Estate | 3.42 | - |
| Communication Services | 2.24 | 4.53 |
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