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) | ₹1004 Cr | ₹23719 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 | 2.45% | 1.79% |
6 Month | 6.59% | 12.71% |
1 Year | -9.96% | -0.17% |
3 Year | 14.1% | 12.82% |
5 Year | - | 17.84% |
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 | 2.33% | 3.18% |
1 Year | -0.47% | 10.88% |
3 Year | 10.05% | 12.8% |
5 Year | - | 13.17% |
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 | 14.48% | 13.01% |
3 Year | 17.54% | 13.16% |
5 Year | - | 13.03% |
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 | 13.02% | 12.11% |
Sharp | 0.51% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.34% |
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 | 0.14 | 3.12 |
Large Cap | 98.44 | 95.74 |
Mid Cap | 1.42 | 1.14 |
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 | 0.14 | 0.25 |
Technology | 28.93 | 10.42 |
Basic Materials | 5.52 | 6.11 |
Healthcare | 4.46 | 3.77 |
Financial Services | 25.74 | 37.76 |
Consumer Defensive | 10.38 | 6.73 |
Consumer Cyclical | 12.14 | 11.29 |
Energy | 4.85 | 10.52 |
Utilities | 7.86 | 2.58 |
Industrials | - | 5.91 |
Communication Services | - | 4.64 |
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