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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) | ₹1051 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 | 0.16% | -1.5% |
| 6 Month | 4.58% | 2.65% |
| 1 Year | 1.48% | 11.8% |
| 3 Year | 13.99% | 13.53% |
| 5 Year | - | 12.9% |
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 | 3.03% | 1.85% |
| 1 Year | 7.97% | 10.44% |
| 3 Year | 8.69% | 11.3% |
| 5 Year | - | 11.98% |
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 | 11.7% | 13.24% |
| 3 Year | 16.26% | 13.5% |
| 5 Year | - | 13.21% |
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 | -0.02 | 3.33 |
| Large Cap | 100.02 | 95.33 |
| Mid Cap | - | 1.34 |
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 | -0.02 | 0.02 |
| Technology | 27.26 | 10.3 |
| Basic Materials | 2.82 | 6.16 |
| Healthcare | 3.57 | 4.32 |
| Financial Services | 38.96 | 36.8 |
| Consumer Defensive | 8.53 | 6.48 |
| Consumer Cyclical | 8.78 | 10.69 |
| Energy | 4.04 | 10.88 |
| Utilities | 6.06 | 2.32 |
| Industrials | - | 7.24 |
| Communication Services | - | 4.79 |
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