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) | ₹3052 Cr | ₹5953 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 | -0.4% | -2.63% |
| 6 Month | 4.51% | 1.76% |
| 1 Year | 7.5% | -4.54% |
| 3 Year | 12.82% | 16.31% |
| 5 Year | 13.83% | 16.11% |
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 | 3.57% | 0.21% |
| 1 Year | 16.23% | 10.66% |
| 3 Year | 12.93% | 14.63% |
| 5 Year | 12.7% | 14.63% |
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 | 10.92% | 6.51% |
| 3 Year | 12.63% | 17.02% |
| 5 Year | 12.29% | 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 | 12.46% | 17.85% |
| Sharp | 0.65% | 0.58% |
| Beta | 0.99% | 1.00% |
| Alpha | -2.22% | -0.78% |
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 | 3.34 | 6.02 |
| Large Cap | 95.31 | 81.38 |
| Mid Cap | 1.34 | 12.6 |
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 | 0.03 | 0.06 |
| Energy | 10.88 | 5.63 |
| Technology | 10.23 | 2.45 |
| Industrials | 7.25 | 10.62 |
| Basic Materials | 6.17 | 12.86 |
| Healthcare | 4.32 | 6.26 |
| Consumer Defensive | 6.49 | 12.21 |
| Financial Services | 36.82 | 20.2 |
| Consumer Cyclical | 10.7 | 11.44 |
| Communication Services | 4.79 | 2.24 |
| Utilities | 2.32 | 12.63 |
| Real Estate | - | 3.41 |
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