Nippon India Nifty Smallcap 250 Index Fund vs UTI Nifty Next 50 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2690 Cr | ₹5941 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Oct 2020 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | Nifty Next 50 TRI |
| Turn Over | 72% | 49% |
| Expense Ratio | 0.94 | 0.8 |
| Manager | Himanshu Mange | Deepesh Agarwal |
| ISIN Code | INF204KB12W7 | INF789FC11T3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.24% | -0.79% |
| 6 Month | 0.68% | 3.03% |
| 1 Year | -5.44% | -1.33% |
| 3 Year | 19.65% | 17.15% |
| 5 Year | 23.41% | 17.85% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.41% | 0.5% |
| 1 Year | 1.44% | 7.9% |
| 3 Year | 13.45% | 15.48% |
| 5 Year | 16.9% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.69% | 6.72% |
| 3 Year | 24.07% | 17.04% |
| 5 Year | 26.48% | 19.35% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.30% | 17.80% |
| Sharp | 0.78% | 0.65% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.78% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.85 | 6.22 |
| Small Cap | 95.05 | - |
| Mid Cap | 2.1 | 12.5 |
| Large Cap | - | 81.28 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.23 | 0.06 |
| Utilities | 2.84 | 13.06 |
| Consumer Defensive | 3.96 | 12.03 |
| Consumer Cyclical | 11.15 | 11.2 |
| Communication Services | 2.55 | 2.29 |
| Technology | 8.44 | 2.26 |
| Healthcare | 14.88 | 6.3 |
| Industrials | 19.92 | 10.82 |
| Basic Materials | 11.14 | 12.69 |
| Financial Services | 21.36 | 20.16 |
| Energy | 1.68 | 5.62 |
| Real Estate | 1.86 | 3.52 |
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