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Nippon India Nifty 50 Value 20 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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