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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) | ₹2269 Cr | ₹5288 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 | 6% | 2.3% |
| 6 Month | -1.3% | 0.28% |
| 1 Year | 2.62% | -3.66% |
| 3 Year | 28.2% | 22.89% |
| 5 Year | - | 21.36% |
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 | 15.42% | 10.09% |
| 1 Year | 12.2% | 3.77% |
| 3 Year | 24.16% | 20.45% |
| 5 Year | - | 18.68% |
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 | 28.09% | 9.04% |
| 3 Year | 24.75% | 16.9% |
| 5 Year | - | 17.76% |
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 | 19.85% | 19.53% |
| Sharp | 0.85% | 0.68% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.44% | -0.80% |
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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 | 0.39 | -0.16 |
| Small Cap | 91.6 | - |
| Mid Cap | 8.09 | 11.75 |
| Large Cap | - | 88.41 |
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 | 0.63 | -0.16 |
| Utilities | 1.97 | 12.12 |
| Consumer Defensive | 3.99 | 10.46 |
| Consumer Cyclical | 9.67 | 12.93 |
| Technology | 8 | 2.11 |
| Communication Services | 2.93 | 2.68 |
| Industrials | 22.75 | 14.31 |
| Basic Materials | 13.96 | 10.19 |
| Financial Services | 19.5 | 23.92 |
| Healthcare | 13.05 | 5.83 |
| Energy | 1.29 | 2.08 |
| Real Estate | 2.33 | 3.53 |
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