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) | ₹5288 Cr | ₹133 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 | 3.39% | 3.44% |
6 Month | 1.37% | 1.19% |
1 Year | -3.53% | -3.88% |
3 Year | 23.48% | 23.09% |
5 Year | 21.69% | 21.42% |
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 | 10.09% | 10.01% |
1 Year | 3.77% | 3.35% |
3 Year | 20.45% | 20.08% |
5 Year | 18.68% | 18.37% |
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 | 9.04% | 18.64% |
3 Year | 16.9% | 18.49% |
5 Year | 17.76% | 22.58% |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.53% | 19.49% |
Sharp | 0.68% | 0.67% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -1.10% |
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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 | -0.16 | -0.01 |
Large Cap | 88.41 | 88.52 |
Mid Cap | 11.75 | 11.49 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.16 | -0.01 |
Industrials | 14.31 | 14.79 |
Healthcare | 5.83 | 5.55 |
Consumer Defensive | 10.46 | 10.67 |
Financial Services | 23.92 | 23.97 |
Basic Materials | 10.19 | 9.75 |
Utilities | 12.12 | 12.26 |
Technology | 2.11 | 2.41 |
Energy | 2.08 | 2.13 |
Real Estate | 3.53 | 3.59 |
Consumer Cyclical | 12.93 | 12.23 |
Communication Services | 2.68 | 2.67 |
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