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) | ₹991 Cr | ₹24336 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 | 2.85% | 3.64% |
| 6 Month | 3.57% | 6.53% |
| 1 Year | -3.85% | 7.28% |
| 3 Year | 13.87% | 13.5% |
| 5 Year | - | 18.16% |
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 | -0.27% | 0.12% |
| 1 Year | -1.39% | 7.33% |
| 3 Year | 7.46% | 10.59% |
| 5 Year | - | 11.79% |
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% | 12.87% |
| 3 Year | 17.1% | 13.12% |
| 5 Year | - | 13.09% |
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 | 12.55% | 11.68% |
| Sharp | 0.58% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.94% | -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 | 0.05 | 3.05 |
| Large Cap | 99.95 | 95.55 |
| Mid Cap | 0 | 1.4 |
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 | 0.05 | -0.07 |
| Technology | 23.74 | 9.91 |
| Basic Materials | 4.97 | 6.33 |
| Healthcare | 3.67 | 4.3 |
| Financial Services | 37.45 | 36.5 |
| Consumer Defensive | 8.92 | 6.79 |
| Consumer Cyclical | 10.35 | 11.68 |
| Energy | 4.19 | 10.37 |
| Utilities | 6.65 | 2.56 |
| Industrials | - | 7.09 |
| Communication Services | - | 4.54 |
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