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) | ₹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 | 3.81% | 3.12% | 
| 6 Month | 12.46% | 9.64% | 
| 1 Year | 6.09% | 1.11% | 
| 3 Year | 22.38% | 17.8% | 
| 5 Year | - | 20.59% | 
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 | -0.22% | 1.05% | 
| 1 Year | 8.78% | 7.95% | 
| 3 Year | 16.73% | 15.51% | 
| 5 Year | - | 15.24% | 
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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