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) | ₹2458 Cr | ₹5482 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 | -0.63% | 0.49% |
6 Month | 15.19% | 11.73% |
1 Year | -7.34% | -8.8% |
3 Year | 21.76% | 18.18% |
5 Year | - | 20.29% |
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 | 1.27% | 2.35% |
1 Year | 8.58% | 10.55% |
3 Year | 16.63% | 16.62% |
5 Year | - | 15.91% |
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 | 26.02% | 7.7% |
3 Year | 24.73% | 16.95% |
5 Year | - | 19.26% |
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 | 19.27% | 17.79% |
Sharp | 0.75% | 0.60% |
Beta | 0.99% | 1.00% |
Alpha | -1.40% | -0.79% |
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 | 0.78 | 2.54 |
Small Cap | 97 | - |
Mid Cap | 2 | 9.68 |
Large Cap | 0.21 | 87.78 |
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 | 0.15 | 0.22 |
Utilities | 2.67 | 10.5 |
Financial Services | 19.78 | 19.58 |
Consumer Defensive | 4.71 | 14.23 |
Consumer Cyclical | 9.95 | 11.89 |
Technology | 8.81 | 2.09 |
Communication Services | 2.9 | 2.32 |
Industrials | 21.84 | 14.49 |
Basic Materials | 12.09 | 10.09 |
Healthcare | 13.98 | 6.14 |
Energy | 1.3 | 4.87 |
Real Estate | 1.84 | 3.56 |
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