- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ICICI Pru Nifty 500 Index Fund vs UTI Nifty 500 Value 50 Index Fund compare
ICICI Pru Nifty 500 Index Fund - Regular (G)
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹30 Cr | ₹529 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 20 Dec 2024 | 10 May 2023 |
| Category | Flexi Cap | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 TRI | Nifty 500 Value 50 TRI |
| Turn Over | % | % |
| Expense Ratio | 1 | 1.03 |
| Manager | Sharwan Kumar Goyal | |
| ISIN Code | INF109KC13Y0 | INF789F1AYO8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.52% | -2.84% |
| 6 Month | 9.92% | 12.35% |
| 1 Year | - | -4.69% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 1.72% |
| 1 Year | - | 1.26% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 26.39% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharwan Kumar Goyal | |
| Total AUM | ₹27732 Cr | |
| Funds Managed | 8 | |
| ICICI Pru Nifty 500 Index Fund - Regular (G) | UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Pru Nifty 500 Index Fund - Regular (G) |
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.88 | 0.19 |
| Large Cap | 67.95 | 71.87 |
| Mid Cap | 18.76 | 18.31 |
| Small Cap | 10.42 | 9.62 |
Sector Allocation
| Scheme Name |
ICICI Pru Nifty 500 Index Fund - Regular (G) |
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.54 | 0.19 |
| Energy | 7.41 | 23.4 |
| Utilities | 3.71 | 12.68 |
| Industrials | 11.1 | 1.46 |
| Financial Services | 30.84 | 24.84 |
| Technology | 9.02 | 1.66 |
| Consumer Defensive | 6.74 | - |
| Consumer Cyclical | 10.79 | 7.89 |
| Basic Materials | 8.14 | 27.36 |
| Communication Services | 3.86 | 0.5 |
| Healthcare | 6.66 | - |
| Real Estate | 1.19 | - |
Top Comparisons
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.15%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.44%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.07%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.1%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.38%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.25%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.04%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.8%
