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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) | ₹4581 Cr | ₹293 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 | 2.87% | 3.44% |
| 6 Month | -7.94% | -0.49% |
| 1 Year | 0.58% | 8.2% |
| 3 Year | 14.99% | 13.19% |
| 5 Year | 22.28% | 21.14% |
SIP Return Analysis
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 0.75% | 2.94% |
| 1 Year | -11.38% | 0.86% |
| 3 Year | 18.18% | 13.13% |
| 5 Year | 17.58% | 14.4% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 10.44% | 19.31% |
| 3 Year | 17.14% | 15.84% |
| 5 Year | 17.42% | - |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.657% | 13.095% |
| Sharp | 0.378% | 0.338% |
| Beta | - | - |
| Alpha | - | - |
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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 | -0.16 | 0.91 |
| Large Cap | 88.41 | 97.82 |
| Mid Cap | 11.75 | 1.27 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.16 | 0.05 |
| Industrials | 14.31 | 5.74 |
| Healthcare | 5.83 | 3.91 |
| Consumer Defensive | 10.46 | 8 |
| Financial Services | 23.92 | 34.33 |
| Basic Materials | 10.19 | 5.84 |
| Utilities | 12.12 | 2.75 |
| Technology | 2.11 | 13.97 |
| Energy | 2.08 | 10.97 |
| Real Estate | 3.53 | - |
| Consumer Cyclical | 12.93 | 10.32 |
| Communication Services | 2.68 | 4.13 |
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