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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) | ₹5482 Cr | ₹344 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 | 3.03% | 2.59% |
| 6 Month | 15.28% | 12.41% |
| 1 Year | -9.43% | -0.34% |
| 3 Year | 15.07% | 12.57% |
| 5 Year | 20.02% | 17.67% |
SIP Return Analysis
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.51% | 3.15% |
| 1 Year | 7.86% | 10.66% |
| 3 Year | 17.3% | 12.62% |
| 5 Year | 16.38% | 12.96% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 8.17% | 15.7% |
| 3 Year | 17.14% | 15.56% |
| 5 Year | 18.97% | 20.58% |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.95% | 12.09% |
| Sharp | 0.48% | 0.45% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.80% | -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 | 2.48 | 3.07 |
| Large Cap | 87.86 | 95.79 |
| Mid Cap | 9.67 | 1.14 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.15 | 0.2 |
| Industrials | 14.56 | 5.92 |
| Consumer Cyclical | 10.99 | 11.29 |
| Healthcare | 6.34 | 3.77 |
| Consumer Defensive | 13.89 | 6.74 |
| Financial Services | 20.27 | 37.79 |
| Energy | 5.09 | 10.53 |
| Basic Materials | 10 | 6.11 |
| Utilities | 10.68 | 2.58 |
| Technology | 2.04 | 10.43 |
| Real Estate | 3.65 | - |
| Communication Services | 2.33 | 4.64 |
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