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UTI Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23249 Cr | ₹5288 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Mar 2000 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
| Turn Over | 5% | 49% |
| Expense Ratio | 0.25 | 0.8 |
| Manager | Deepesh Agarwal | Deepesh Agarwal |
| ISIN Code | INF789F01JN2 | INF789FC11T3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.22% | 2.56% |
| 6 Month | 5.84% | -0.54% |
| 1 Year | 6.44% | -4.26% |
| 3 Year | 18.25% | 22.85% |
| 5 Year | 20.28% | 21.38% |
SIP Return Analysis
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.55% | 10.09% |
| 1 Year | 14.45% | 3.77% |
| 3 Year | 16.24% | 20.45% |
| 5 Year | 15.78% | 18.68% |
Rolling Lumpsum Returns
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 9.04% |
| 3 Year | 13.03% | 16.9% |
| 5 Year | 12.99% | 17.76% |
Risk Management
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.13% | 19.53% |
| Sharp | 0.65% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.34% | -0.80% |
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Fund Managers
| Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepesh Agarwal | Deepesh Agarwal |
| Total AUM | ₹35015 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.7 | -0.16 |
| Large Cap | 98.02 | 88.41 |
| Mid Cap | 1.28 | 11.75 |
Sector Allocation
| Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.17 | -0.16 |
| Energy | 10.95 | 2.08 |
| Technology | 13.17 | 2.11 |
| Industrials | 5.45 | 14.31 |
| Basic Materials | 6.03 | 10.19 |
| Consumer Defensive | 7.65 | 10.46 |
| Financial Services | 36.6 | 23.92 |
| Healthcare | 3.83 | 5.83 |
| Consumer Cyclical | 9.62 | 12.93 |
| Communication Services | 4.25 | 2.68 |
| Utilities | 2.64 | 12.12 |
| Real Estate | - | 3.53 |
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