HSBC NIFTY 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare

HSBC NIFTY 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare

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

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	1.64%	2.44%
6 Month	7.52%	4.6%
1 Year	2.27%	9.17%
3 Year	17.26%	12.83%
5 Year	19.14%	16.01%

SIP Return Analysis

Scheme Name	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	2.56%	2.33%
1 Year	12.43%	12.5%
3 Year	16.33%	12.14%
5 Year	15.63%	12.44%

Rolling Lumpsum Returns

Scheme Name	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	6.8%	13.72%
3 Year	17.03%	15.17%
5 Year	19.42%	18.28%

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	6.22	3.19
Large Cap	81.28	95.42
Mid Cap	12.5	1.4

Sector Allocation

Scheme Name	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.06	0.07
Industrials	10.82	7.08
Healthcare	6.3	4.29
Financial Services	20.16	36.45
Energy	5.62	10.36
Consumer Cyclical	11.2	11.67
Basic Materials	12.69	6.32
Consumer Defensive	12.03	6.78
Utilities	13.06	2.55
Technology	2.26	9.9
Real Estate	3.52	-
Communication Services	2.29	4.53

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