UTI Nifty 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 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) | ₹2106 Cr | ₹26492 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Feb 2021 | 28 Mar 2000 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
| Turn Over | 36% | 5% |
| Expense Ratio | 0.8 | 0.25 |
| Manager | Himanshu Mange | Deepesh Agarwal |
| ISIN Code | INF204KB15Z3 | INF789F01JN2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.71% | -0.21% |
| 6 Month | 3.04% | 3.02% |
| 1 Year | 7.05% | 11.32% |
| 3 Year | 23.54% | 14.44% |
| 5 Year | - | 14.04% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.12% | 4.53% |
| 1 Year | 18.78% | 16.81% |
| 3 Year | 17.96% | 13.28% |
| 5 Year | - | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.19% | 13.24% |
| 3 Year | 23.04% | 13.5% |
| 5 Year | - | 13.21% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.71% | 12.47% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.47 | 3.33 |
| Mid Cap | 86.6 | 1.34 |
| Large Cap | 9.67 | 95.33 |
| Small Cap | 1.26 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.01 | 0.02 |
| Utilities | 2.83 | 2.32 |
| Industrials | 17.49 | 7.24 |
| Financial Services | 25.34 | 36.8 |
| Consumer Cyclical | 13.73 | 10.69 |
| Basic Materials | 9.54 | 6.16 |
| Technology | 10.08 | 10.3 |
| Consumer Defensive | 4.21 | 6.48 |
| Healthcare | 8.36 | 4.32 |
| Real Estate | 2.89 | - |
| Energy | 2.41 | 10.88 |
| Communication Services | 3.1 | 4.79 |
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