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HSBC NIFTY NEXT 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 NEXT 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 NEXT 50 INDEX FUND - Regular Growth
Fund UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5728 Cr ₹139 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 Next 50 TRI
Turn Over 49% 54%
Expense Ratio 0.8 0.8
Manager Deepesh Agarwal Praveen Ayathan
ISIN Code INF789FC11T3 INF917K01D95
Exits Load Data not available./365 HSBC Nifty Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth
1 Month -0.47% -0.48%
6 Month 8.27% 8.29%
1 Year -6.27% -6.61%
3 Year 17.84% 17.58%
5 Year 20.38% 20.11%

SIP Return Analysis

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 2.37% 2.37%
1 Year 10.36% 10.12%
3 Year 16.99% 16.67%
5 Year 16.25% 15.96%

Rolling Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 7.7% 14.8%
3 Year 16.95% 18.5%
5 Year 19.26% 20.82%

Risk Management

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 17.79% 17.79%
Sharp 0.60% 0.59%
Beta 1.00% 1.00%
Alpha -0.79% -1.00%

Fund Managers

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 6.1 6.15
Large Cap 81.42 81.38
Mid Cap 12.48 12.47

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.01 0.06
Industrials 11.23 11.23
Consumer Cyclical 11.5 11.5
Healthcare 5.93 5.93
Consumer Defensive 12.47 12.46
Financial Services 20 19.99
Energy 5.37 5.37
Basic Materials 12.9 12.89
Utilities 12.8 12.79
Technology 2.11 2.11
Real Estate 3.42 3.42
Communication Services 2.24 2.24

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