HSBC NIFTY NEXT 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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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