Nippon India Index Fund vs UTI Nifty Next 50 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2607 Cr | ₹5482 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Oct 2010 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
Turn Over | 6% | 49% |
Expense Ratio | 0.42 | 0.8 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204K01IE3 | INF789FC11T3 |
Exits Load | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.48% | 0.25% |
6 Month | 8.48% | 8.13% |
1 Year | 4.71% | -6.04% |
3 Year | 14.72% | 18.52% |
5 Year | 17.34% | 20.58% |
SIP Return Analysis
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.05% | 2.37% |
1 Year | 14.21% | 10.36% |
3 Year | 13.14% | 16.99% |
5 Year | 13.09% | 16.25% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.21% | 7.7% |
3 Year | 12.57% | 16.95% |
5 Year | 12.2% | 19.26% |
Risk Management
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.76% | 17.79% |
Sharp | 0.59% | 0.60% |
Beta | 1.00% | 1.00% |
Alpha | -0.59% | -0.79% |
Fund Managers
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 10 | 9 |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.05 | 6.1 |
Large Cap | 95.55 | 81.42 |
Mid Cap | 1.4 | 12.48 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.07 | 0.01 |
Energy | 10.37 | 5.37 |
Technology | 9.91 | 2.11 |
Industrials | 7.09 | 11.23 |
Basic Materials | 6.33 | 12.9 |
Healthcare | 4.3 | 5.93 |
Consumer Defensive | 6.79 | 12.47 |
Financial Services | 36.5 | 20 |
Consumer Cyclical | 11.68 | 11.5 |
Communication Services | 4.54 | 2.24 |
Utilities | 2.56 | 12.8 |
Real Estate | - | 3.42 |
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