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) | ₹1857 Cr | ₹23719 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 | 3.03% | 1.79% |
6 Month | 20.78% | 12.71% |
1 Year | -2.79% | -0.17% |
3 Year | 20.49% | 12.82% |
5 Year | - | 17.84% |
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 | 4.08% | 3.18% |
1 Year | 12.91% | 10.88% |
3 Year | 19.9% | 12.8% |
5 Year | - | 13.17% |
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 | 20.24% | 13.01% |
3 Year | 25.02% | 13.16% |
5 Year | - | 13.03% |
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 | 15.76% | 12.11% |
Sharp | 0.83% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -0.34% |
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 | 1.73 | 3.12 |
Mid Cap | 90.29 | 1.14 |
Small Cap | 3.02 | - |
Large Cap | 4.96 | 95.74 |
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 | 0.09 | 0.25 |
Utilities | 3.23 | 2.58 |
Industrials | 19.34 | 5.91 |
Financial Services | 21.87 | 37.76 |
Basic Materials | 11.21 | 6.11 |
Technology | 9.92 | 10.42 |
Consumer Cyclical | 10.19 | 11.29 |
Healthcare | 12.2 | 3.77 |
Real Estate | 2.99 | - |
Energy | 2.49 | 10.52 |
Communication Services | 3.02 | 4.64 |
Consumer Defensive | 3.46 | 6.73 |
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