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) | ₹1024 Cr | ₹24116 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 | -3.04% | -2.44% |
6 Month | -3.14% | 7.61% |
1 Year | -9.82% | 0.99% |
3 Year | 13.91% | 14.04% |
5 Year | - | 18.5% |
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 | -0.35% | 3.42% |
1 Year | -8.77% | 6.22% |
3 Year | 10.11% | 13.22% |
5 Year | - | 13.98% |
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 | 16.01% | 13.21% |
3 Year | 17.69% | 13.03% |
5 Year | - | 12.99% |
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 | 13.37% | 12.69% |
Sharp | 0.84% | 0.88% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.35% |
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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 | 0.47 | 3.22 |
Large Cap | 98.03 | 95.66 |
Mid Cap | 1.5 | 1.13 |
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 | 0.47 | 0.22 |
Technology | 30.69 | 11.19 |
Basic Materials | 5.44 | 5.93 |
Healthcare | 4.24 | 3.59 |
Financial Services | 24.77 | 37.33 |
Consumer Defensive | 10.1 | 6.48 |
Consumer Cyclical | 11.83 | 11.11 |
Energy | 4.79 | 10.95 |
Utilities | 7.68 | 2.54 |
Industrials | - | 5.94 |
Communication Services | - | 4.73 |
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