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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) | ₹6070 Cr | ₹375 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 | -1.25% | -2.35% |
| 6 Month | 0.63% | 2.08% |
| 1 Year | 9.22% | 9.71% |
| 3 Year | 20.39% | 13.55% |
| 5 Year | 16.35% | 13.89% |
SIP Return Analysis
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 1.2% | 2.6% |
| 1 Year | 10.53% | 12.71% |
| 3 Year | 13.63% | 11.76% |
| 5 Year | 14.47% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 6.28% | 12.5% |
| 3 Year | 17.08% | 14.92% |
| 5 Year | 19.13% | 17.72% |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.02% | 11.23% |
| Sharp | 0.78% | 0.63% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.78% | -0.46% |
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 | 5.63 | 3.41 |
| Large Cap | 81.91 | 95.33 |
| Mid Cap | 12.45 | 1.26 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.02 | 0.04 |
| Industrials | 10.23 | 7.04 |
| Healthcare | 6.24 | 4.15 |
| Financial Services | 20.07 | 36.56 |
| Energy | 5.9 | 10.93 |
| Consumer Cyclical | 11.64 | 10.85 |
| Basic Materials | 13.56 | 6.37 |
| Consumer Defensive | 12.34 | 6.41 |
| Utilities | 12.18 | 2.32 |
| Technology | 2.43 | 10.41 |
| Real Estate | 3.19 | - |
| Communication Services | 2.24 | 4.92 |
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