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) | ₹8139 Cr | ₹25748 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹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 | -2.1% | 2.34% |
| 6 Month | 2.52% | 6.39% |
| 1 Year | -5.27% | 7% |
| 3 Year | 16.05% | 12.78% |
| 5 Year | 16.81% | 15.55% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.01% | 4.61% |
| 1 Year | 10.12% | 18.02% |
| 3 Year | 14.71% | 13.64% |
| 5 Year | 14.73% | 13.37% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.88% | 13.34% |
| 3 Year | 15.75% | 13.5% |
| 5 Year | 13.58% | 13.16% |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.75% | 11.55% |
| Sharp | 0.93% | 0.53% |
| Beta | 1.15% | 1.00% |
| Alpha | 3.61% | -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 | 6.24 | 3.33 |
| Large Cap | 81.26 | 95.33 |
| Mid Cap | 12.49 | 1.34 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.08 | 0.02 |
| Industrials | 10.82 | 7.24 |
| Healthcare | 6.3 | 4.32 |
| Financial Services | 20.15 | 36.8 |
| Energy | 5.62 | 10.88 |
| Consumer Cyclical | 11.19 | 10.69 |
| Basic Materials | 12.68 | 6.16 |
| Consumer Defensive | 12.03 | 6.48 |
| Utilities | 13.06 | 2.32 |
| Technology | 2.26 | 10.3 |
| Real Estate | 3.52 | - |
| Communication Services | 2.29 | 4.79 |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.58%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.97%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.19%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.93%
HDFC Focused Fund - GROWTH PLAN
3Y Returns20.3%
DSP Focused Fund - Regular Plan - Growth
3Y Returns18.06%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.5%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.34%