UTI Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Smallcap 250 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) | ₹2269 Cr | ₹23249 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Oct 2020 | 28 Mar 2000 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
Turn Over | 72% | 5% |
Expense Ratio | 0.94 | 0.25 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204KB12W7 | INF789F01JN2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.07% | 3.6% |
6 Month | -2.04% | 6.71% |
1 Year | -0.19% | 5.72% |
3 Year | 28.59% | 18.07% |
5 Year | - | 20.15% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 15.06% | 9.09% |
1 Year | 13.19% | 14.04% |
3 Year | 23.34% | 15.23% |
5 Year | - | 15.16% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.09% | 13.21% |
3 Year | 24.75% | 13.03% |
5 Year | - | 12.99% |
Risk Management
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.28% | 12.69% |
Sharp | 1.09% | 0.88% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -0.35% |
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Fund Managers
Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.77 | 0.9 |
Small Cap | 97.31 | - |
Mid Cap | 1.78 | 1.1 |
Large Cap | 0.14 | 98 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.23 | 0.1 |
Utilities | 2.86 | 2.58 |
Financial Services | 19.52 | 37.56 |
Consumer Defensive | 4.48 | 6.74 |
Consumer Cyclical | 9.69 | 11.05 |
Technology | 8.56 | 11.25 |
Communication Services | 2.91 | 4.44 |
Industrials | 23.41 | 6.02 |
Basic Materials | 12.13 | 5.8 |
Healthcare | 12.79 | 3.65 |
Energy | 1.4 | 10.81 |
Real Estate | 2.03 | - |
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