Nippon India Nifty Smallcap 250 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1528 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Oct 2020 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Smallcap 250 TRI Nifty Next 50 TRI
Turn Over 72% 49%
Expense Ratio 0.96 0.79
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB12W7 INF789FC11T3
Exits Load Nil/365 Nil/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 3.04% 2.36%
6 Month 21.66% 28.54%
1 Year 55.18% 69.03%
3 Year 27.11% 22.88%
5 Year - 23.55%

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 - -
1 Year 21.16% 32.87%
3 Year 55.48% 56.87%
5 Year 74.31% 91.94%

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 27.86% 24.53%
3 Year 73.79% 62.34%
5 Year 81.44% 97.82%

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 17.99% 16.75%
Sharp 1% 0.93%
Beta 1.01% 1.15%
Alpha -1.39% 3.56%

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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
Fund Manage 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

Mid Cap 3.33 9.8
Small Cap 46.88 -
Others 0.11 1.96
Large Cap 0.33 88.22

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

Capital Goods 7.21 18.49
Consumer Discretionary 2.64 -
Healthcare 4.69 2.47
Metals & Mining 3.77 4.85
Financial 7.62 19.29
Technology 2.84 -
Construction 2.81 2.6
Diversified 1.15 1.59
Others -0.22 -
Chemicals 4.03 2.24
Consumer Staples 3.25 9.91
Energy 2.24 11.27
Communication 1.22 -
Services 2.41 14.13
Materials 2.76 4.13
Textiles 1.24 -
Automobile 0.99 5.58
Insurance - 3.43

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