UTI Nifty 50 Index Fund vs ICICI Prudential Nifty Next 50 Index Fund compare
ICICI Prudential Nifty Next 50 Index Fund - Growth
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7964 Cr | ₹24336 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹0 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2010 | 28 Mar 2000 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 45% | 5% |
| Expense Ratio | 0.66 | 0.25 |
| Manager | Kayzad Eghlim | Deepesh Agarwal |
| ISIN Code | INF109K01IF1 | INF789F01JN2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.03% | 1.64% |
| 6 Month | 8.37% | 5.26% |
| 1 Year | -1.83% | 6.35% |
| 3 Year | 16.91% | 12.77% |
| 5 Year | 19.5% | 16.73% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.39% | 3.92% |
| 1 Year | 14.14% | 14.85% |
| 3 Year | 17.57% | 13.19% |
| 5 Year | 16.42% | 13.21% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.39% | 12.87% |
| 3 Year | 15.6% | 13.12% |
| 5 Year | 13.37% | 13.09% |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.83% | 11.68% |
| Sharp | 0.65% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.82% | -0.34% |
Fund Managers
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kayzad Eghlim | Deepesh Agarwal |
| Total AUM | ₹20431 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.15 | 3.77 |
| Large Cap | 81.37 | 94.85 |
| Mid Cap | 12.47 | 1.38 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | 0.53 |
| Industrials | 11.23 | 7.25 |
| Consumer Cyclical | 11.5 | 10.86 |
| Healthcare | 5.93 | 4.22 |
| Consumer Defensive | 12.46 | 6.7 |
| Financial Services | 19.99 | 36.31 |
| Energy | 5.37 | 10.66 |
| Basic Materials | 12.9 | 6.38 |
| Utilities | 12.79 | 2.46 |
| Technology | 2.11 | 9.9 |
| Real Estate | 3.42 | - |
| Communication Services | 2.24 | 4.74 |
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