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UTI Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

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

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) ₹25748 Cr ₹142 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 2.34% -2.1%
6 Month 6.39% 2.58%
1 Year 7% -5.31%
3 Year 12.78% 15.82%
5 Year 15.55% 16.64%

SIP Return Analysis

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 4.61% 1.02%
1 Year 18.02% 10.07%
3 Year 13.64% 14.52%
5 Year 13.37% 14.51%

Rolling Lumpsum Returns

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 13.34% 11.84%
3 Year 13.5% 18.29%
5 Year 13.16% 20.29%

Risk Management

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 11.55% 17.85%
Sharp 0.53% 0.57%
Beta 1.00% 1.00%
Alpha -0.34% -1.00%

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 3.77 6.22
Large Cap 94.85 81.29
Mid Cap 1.38 12.5

Sector Allocation

Scheme Name

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.53 0.05
Energy 10.66 5.62
Technology 9.9 2.26
Industrials 7.25 10.82
Basic Materials 6.38 12.69
Healthcare 4.22 6.3
Consumer Defensive 6.7 12.03
Financial Services 36.31 20.16
Consumer Cyclical 10.86 11.2
Communication Services 4.74 2.29
Utilities 2.46 13.06
Real Estate - 3.52

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