Nippon India Nifty 50 Value 20 Index Fund vs UTI Nifty Next 50 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular 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) | ₹991 Cr | ₹5728 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Feb 2021 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | Nifty Next 50 TRI |
Turn Over | 39% | 49% |
Expense Ratio | 0.76 | 0.8 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204KB19Y8 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.02% | 0.25% |
6 Month | 5.29% | 8.13% |
1 Year | -7.06% | -6.04% |
3 Year | 15.13% | 18.52% |
5 Year | - | 20.58% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.04% | 2.37% |
1 Year | 1.55% | 10.36% |
3 Year | 9.37% | 16.99% |
5 Year | - | 16.25% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.81% | 7.7% |
3 Year | 17.1% | 16.95% |
5 Year | - | 19.26% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.71% | 17.79% |
Sharp | 0.62% | 0.60% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.79% |
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.05 | 6.1 |
Large Cap | 99.95 | 81.42 |
Mid Cap | 0 | 12.48 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.05 | 0.01 |
Technology | 23.74 | 2.11 |
Basic Materials | 4.97 | 12.9 |
Healthcare | 3.67 | 5.93 |
Financial Services | 37.45 | 20 |
Consumer Defensive | 8.92 | 12.47 |
Consumer Cyclical | 10.35 | 11.5 |
Energy | 4.19 | 5.37 |
Utilities | 6.65 | 12.8 |
Industrials | - | 11.23 |
Real Estate | - | 3.42 |
Communication Services | - | 2.24 |
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