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) | ₹5551 Cr | ₹354 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 | 2.61% | 2.11% |
6 Month | 7.99% | 9.12% |
1 Year | -7.56% | 3.17% |
3 Year | 20.65% | 16.92% |
5 Year | 21.43% | 19.53% |
SIP Return Analysis
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 7.69% | 6.54% |
1 Year | 2.77% | 10.18% |
3 Year | 18.58% | 13.97% |
5 Year | 17.51% | 14.23% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 9.04% | 17.23% |
3 Year | 16.9% | 15.47% |
5 Year | 17.76% | 22.1% |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.97% | 12.66% |
Sharp | 0.87% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -0.51% |
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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 | 2.63 | 0.93 |
Large Cap | 87.72 | 97.97 |
Mid Cap | 9.65 | 1.1 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.21 | 0.13 |
Industrials | 14.79 | 6.02 |
Consumer Cyclical | 10.74 | 11.04 |
Healthcare | 6.15 | 3.65 |
Consumer Defensive | 13.1 | 6.74 |
Financial Services | 20.89 | 37.55 |
Energy | 4.99 | 10.81 |
Basic Materials | 10.02 | 5.79 |
Utilities | 10.76 | 2.58 |
Technology | 2.06 | 11.24 |
Real Estate | 3.87 | - |
Communication Services | 2.42 | 4.44 |
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