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) | ₹2483 Cr | ₹5288 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 | 3.65% | 2.3% |
6 Month | 8.18% | 0.28% |
1 Year | 7.34% | -3.66% |
3 Year | 18.03% | 22.89% |
5 Year | 20.16% | 21.36% |
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 | 9.49% | 10.09% |
1 Year | 14.22% | 3.77% |
3 Year | 15.96% | 20.45% |
5 Year | 15.34% | 18.68% |
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 | 11.52% | 9.04% |
3 Year | 12.46% | 16.9% |
5 Year | 12.11% | 17.76% |
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 | 13.11% | 19.53% |
Sharp | 0.63% | 0.68% |
Beta | 1.00% | 1.00% |
Alpha | -0.64% | -0.80% |
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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 | 0.97 | -0.16 |
Large Cap | 97.75 | 88.41 |
Mid Cap | 1.27 | 11.75 |
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 | 0.11 | -0.16 |
Energy | 10.96 | 2.08 |
Technology | 13.96 | 2.11 |
Industrials | 5.73 | 14.31 |
Basic Materials | 5.84 | 10.19 |
Consumer Defensive | 8 | 10.46 |
Financial Services | 34.31 | 23.92 |
Healthcare | 3.91 | 5.83 |
Consumer Cyclical | 10.32 | 12.93 |
Communication Services | 4.13 | 2.68 |
Utilities | 2.75 | 12.12 |
Real Estate | - | 3.53 |
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