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) | ₹5941 Cr | ₹142 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 | -2.1% | -2.1% |
| 6 Month | 2.56% | 2.58% |
| 1 Year | -4.96% | -5.31% |
| 3 Year | 16.08% | 15.82% |
| 5 Year | 16.87% | 16.64% |
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 | 1.04% | 1.02% |
| 1 Year | 10.21% | 10.07% |
| 3 Year | 14.83% | 14.52% |
| 5 Year | 14.79% | 14.51% |
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 | 6.6% | 11.84% |
| 3 Year | 17.03% | 18.29% |
| 5 Year | 19.29% | 20.29% |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.85% | 17.85% |
| Sharp | 0.58% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.78% | -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 | 6.22 | 6.22 |
| Large Cap | 81.28 | 81.29 |
| Mid Cap | 12.5 | 12.5 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.06 | 0.05 |
| Industrials | 10.82 | 10.82 |
| Healthcare | 6.3 | 6.3 |
| Financial Services | 20.16 | 20.16 |
| Energy | 5.62 | 5.62 |
| Consumer Cyclical | 11.2 | 11.2 |
| Basic Materials | 12.69 | 12.69 |
| Consumer Defensive | 12.03 | 12.03 |
| Utilities | 13.06 | 13.06 |
| Technology | 2.26 | 2.26 |
| Real Estate | 3.52 | 3.52 |
| Communication Services | 2.29 | 2.29 |
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