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UTI Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23731 Cr | ₹135 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Mar 2000 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 5% | 54% |
| Expense Ratio | 0.25 | 0.8 |
| Manager | Deepesh Agarwal | Praveen Ayathan |
| ISIN Code | INF789F01JN2 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -1.44% | -2.22% |
| 6 Month | 11.17% | 15.28% |
| 1 Year | -1.96% | -12.34% |
| 3 Year | 13.05% | 15.03% |
| 5 Year | 16.97% | 18.28% |
SIP Return Analysis
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | -0.13% | -0.24% |
| 1 Year | 3.58% | -2.1% |
| 3 Year | 11.11% | 14.81% |
| 5 Year | 12.57% | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.01% | 16.58% |
| 3 Year | 13.16% | 18.74% |
| 5 Year | 13.03% | 21.58% |
Risk Management
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.13% | 18.15% |
| Sharp | 0.60% | 0.62% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.34% | -1.06% |
Fund Managers
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Praveen Ayathan |
| Total AUM | ₹35015 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 3.12 | 2.39 |
| Large Cap | 95.74 | 87.94 |
| Mid Cap | 1.14 | 9.67 |
Sector Allocation
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.25 | 0.06 |
| Energy | 10.52 | 5.1 |
| Technology | 10.42 | 2.04 |
| Industrials | 5.91 | 14.58 |
| Basic Materials | 6.11 | 10.01 |
| Consumer Defensive | 6.73 | 13.9 |
| Financial Services | 37.76 | 20.29 |
| Healthcare | 3.77 | 6.34 |
| Consumer Cyclical | 11.29 | 11 |
| Communication Services | 4.64 | 2.33 |
| Utilities | 2.58 | 10.69 |
| Real Estate | - | 3.66 |
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