UTI Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1027 Cr | ₹26492 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Feb 2021 | 28 Mar 2000 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
| Turn Over | 39% | 5% |
| Expense Ratio | 0.76 | 0.25 |
| Manager | Himanshu Mange | Deepesh Agarwal |
| ISIN Code | INF204KB19Y8 | INF789F01JN2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.52% | 1.11% |
| 6 Month | 3.47% | 3.82% |
| 1 Year | -1.67% | 9.89% |
| 3 Year | 14.32% | 14.01% |
| 5 Year | - | 14.39% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.33% | 4.53% |
| 1 Year | 10.99% | 16.81% |
| 3 Year | 9.69% | 13.28% |
| 5 Year | - | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.81% | 13.26% |
| 3 Year | 17.1% | 13.49% |
| 5 Year | - | 13.2% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.88% | 12.47% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Himanshu Mange | Deepesh Agarwal |
| Total AUM | ₹0 Cr | ₹35015 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.02 |
| Large Cap | 99.97 | 99.99 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.02 |
| IT - Software | 25.06 | 10.31 |
| Non - Ferrous Metals | 2.61 | 0.98 |
| Cement & Cement Products | 2.33 | 2.03 |
| Pharmaceuticals & Biotechnology | 3.63 | 2.97 |
| Banks | 38.95 | 30.23 |
| Diversified FMCG | 8.67 | 5.09 |
| Automobiles | 8.55 | 6.79 |
| Oil | 2.1 | 0.79 |
| Consumable Fuels | 1.9 | 0.71 |
| Power | 6.17 | 2.31 |
| Petroleum Products | - | 8.87 |
| Construction | - | 4 |
| Ferrous Metals | - | 2.07 |
| Consumer Durables | - | 2.44 |
| Healthcare Services | - | 1.34 |
| Insurance | - | 1.43 |
| Agricultural Food & other Products | - | 0.64 |
| Food Products | - | 0.76 |
| Aerospace & Defense | - | 1.23 |
| Finance | - | 5.15 |
| Telecom - Services | - | 4.79 |
| Metals & Minerals Trading | - | 0.5 |
| Transport Services | - | 1.08 |
| Transport Infrastructure | - | 0.94 |
| Retailing | - | 2.54 |
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