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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) | ₹2479 Cr | ₹5497 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 | -4.95% | -0.23% |
| 6 Month | 15.69% | 13.1% |
| 1 Year | -4.61% | -7.28% |
| 3 Year | 22.41% | 16.2% |
| 5 Year | - | 19.55% |
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 | 3.2% | 2.34% |
| 1 Year | -0.7% | -1.16% |
| 3 Year | 16.91% | 15.82% |
| 5 Year | - | 15.8% |
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 | 26.94% | 8.17% |
| 3 Year | 25% | 17.14% |
| 5 Year | - | 18.97% |
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 | 19.19% | 18.14% |
| Sharp | 0.88% | 0.64% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.42% | -0.80% |
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 | 0.67 | 2.48 |
| Small Cap | 97.14 | - |
| Mid Cap | 1.99 | 9.67 |
| Large Cap | 0.2 | 87.86 |
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 | 0.09 | 0.15 |
| Utilities | 2.89 | 10.68 |
| Financial Services | 19.88 | 20.27 |
| Consumer Defensive | 4.47 | 13.89 |
| Consumer Cyclical | 9.57 | 10.99 |
| Technology | 7.95 | 2.04 |
| Communication Services | 2.82 | 2.33 |
| Industrials | 22.72 | 14.56 |
| Basic Materials | 12.38 | 10 |
| Healthcare | 13.97 | 6.34 |
| Energy | 1.34 | 5.09 |
| Real Estate | 1.94 | 3.65 |
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