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) | ₹1625 Cr | ₹20351 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 | 5.18% | 0.84% |
6 Month | -1.66% | 0.22% |
1 Year | 4.25% | 6.48% |
3 Year | 28.1% | 17.05% |
5 Year | - | 20.9% |
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 | 11.65% | 6.4% |
1 Year | 10.42% | 7.16% |
3 Year | 23.21% | 13.63% |
5 Year | - | 14.29% |
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 | 22.61% | 13.21% |
3 Year | 24.62% | 13.03% |
5 Year | - | 12.99% |
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 | 16.186% | 13.113% |
Sharp | 0.827% | 0.35% |
Beta | - | - |
Alpha | - | - |
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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 | 0 | 0.7 |
Mid Cap | 87.5 | 1.28 |
Large Cap | 6.16 | 98.02 |
Small Cap | 6.33 | - |
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 | -0.17 |
Utilities | 2.01 | 2.64 |
Industrials | 19.51 | 5.45 |
Financial Services | 19.79 | 36.6 |
Basic Materials | 11.04 | 6.03 |
Technology | 10.24 | 13.17 |
Healthcare | 10.94 | 3.83 |
Consumer Cyclical | 12.96 | 9.62 |
Real Estate | 3.43 | - |
Energy | 2.6 | 10.95 |
Communication Services | 3.16 | 4.25 |
Consumer Defensive | 4.32 | 7.65 |
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