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

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

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tortoise-icon 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) ₹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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