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Nippon India Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Midcap 150 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) ₹1941 Cr ₹5728 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Feb 2021 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty Next 50 TRI
Turn Over 36% 49%
Expense Ratio 0.8 0.8
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB15Z3 INF789FC11T3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.72% 1.04%
6 Month 11.51% 8.83%
1 Year 2.62% -2.63%
3 Year 21.82% 17.03%
5 Year - 19.56%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 3.62% 4.43%
1 Year 16.53% 14.3%
3 Year 19.39% 17.68%
5 Year - 16.48%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 18.36% 7.7%
3 Year 24.66% 16.95%
5 Year - 19.26%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 15.73% 17.80%
Sharp 0.96% 0.65%
Beta 1.00% 1.00%
Alpha -0.92% -0.78%

Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others 2.18 6.1
Mid Cap 87.25 12.48
Large Cap 9.12 81.42
Small Cap 1.45 -

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others -0.14 0.01
Utilities 3.2 12.8
Industrials 18.5 11.23
Financial Services 23.58 20
Consumer Cyclical 13.47 11.5
Basic Materials 9.61 12.9
Technology 10.45 2.11
Consumer Defensive 4.56 12.47
Healthcare 8.73 5.93
Real Estate 2.87 3.42
Energy 2.4 5.37
Communication Services 2.77 2.24

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