Nippon India Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1851 Cr | ₹5551 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 | -1.52% | -1.89% |
6 Month | 10.2% | 8.54% |
1 Year | -1.07% | -9.22% |
3 Year | 23.86% | 17.93% |
5 Year | - | 20.46% |
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 | 7.89% | 4.62% |
1 Year | 10.08% | 0.09% |
3 Year | 22.01% | 17.81% |
5 Year | - | 17.14% |
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 | 22.61% | 9.04% |
3 Year | 24.62% | 16.9% |
5 Year | - | 17.76% |
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 | 16.43% | 18.97% |
Sharp | 1.27% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.80% |
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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 | 1.76 | 2.63 |
Mid Cap | 90.31 | 9.65 |
Small Cap | 2.9 | - |
Large Cap | 5.04 | 87.72 |
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 | 0.21 |
Utilities | 3.34 | 10.76 |
Industrials | 19.4 | 14.79 |
Financial Services | 22.67 | 20.89 |
Basic Materials | 11.16 | 10.02 |
Technology | 9.82 | 2.06 |
Consumer Cyclical | 10.02 | 10.74 |
Healthcare | 11.38 | 6.15 |
Real Estate | 3.15 | 3.87 |
Energy | 2.5 | 4.99 |
Communication Services | 3.2 | 2.42 |
Consumer Defensive | 3.35 | 13.1 |
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