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) | ₹2572 Cr | ₹5497 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 | 0.23% | -0.23% |
6 Month | 9.57% | 13.1% |
1 Year | 2.42% | -7.28% |
3 Year | 12.63% | 16.2% |
5 Year | 17.37% | 19.55% |
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 | 2.41% | 2.34% |
1 Year | 5.5% | -1.16% |
3 Year | 11.64% | 15.82% |
5 Year | 12.48% | 15.8% |
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 | 11.36% | 8.17% |
3 Year | 12.56% | 17.14% |
5 Year | 12.17% | 18.97% |
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 | 12.12% | 18.14% |
Sharp | 0.58% | 0.64% |
Beta | 1.00% | 1.00% |
Alpha | -0.61% | -0.80% |
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 | 3.15 | 2.48 |
Large Cap | 95.71 | 87.86 |
Mid Cap | 1.14 | 9.67 |
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 | 0.29 | 0.15 |
Energy | 10.52 | 5.09 |
Technology | 10.42 | 2.04 |
Industrials | 5.91 | 14.56 |
Basic Materials | 6.11 | 10 |
Consumer Defensive | 6.73 | 13.89 |
Financial Services | 37.75 | 20.27 |
Healthcare | 3.77 | 6.34 |
Consumer Cyclical | 11.28 | 10.99 |
Communication Services | 4.63 | 2.33 |
Utilities | 2.58 | 10.68 |
Real Estate | - | 3.65 |
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