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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) | ₹20351 Cr | ₹130 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 | 0.84% | 2.93% |
| 6 Month | 0.22% | -8.5% |
| 1 Year | 6.48% | -5.85% |
| 3 Year | 17.05% | 21.51% |
| 5 Year | 20.9% | 21.36% |
SIP Return Analysis
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 6.4% | 7.67% |
| 1 Year | 7.16% | -2.18% |
| 3 Year | 13.63% | 18.04% |
| 5 Year | 14.29% | 17.16% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.21% | 18.64% |
| 3 Year | 13.03% | 18.49% |
| 5 Year | 12.99% | 22.58% |
Risk Management
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 13.113% | 19.623% |
| Sharp | 0.35% | 0.365% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.7 | -0.01 |
| Large Cap | 98.02 | 88.52 |
| Mid Cap | 1.28 | 11.49 |
Sector Allocation
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.17 | -0.01 |
| Energy | 10.95 | 2.13 |
| Technology | 13.17 | 2.41 |
| Industrials | 5.45 | 14.79 |
| Basic Materials | 6.03 | 9.75 |
| Consumer Defensive | 7.65 | 10.67 |
| Financial Services | 36.6 | 23.97 |
| Healthcare | 3.83 | 5.55 |
| Consumer Cyclical | 9.62 | 12.23 |
| Communication Services | 4.25 | 2.67 |
| Utilities | 2.64 | 12.26 |
| Real Estate | - | 3.59 |
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