UTI Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹26492 Cr	₹5953 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

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	0.4%	0.58%
6 Month	5.37%	3.65%
1 Year	11.26%	0.57%
3 Year	14.62%	19.16%
5 Year	14.96%	16.64%

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	2.07%	-1.08%
1 Year	12.57%	5.98%
3 Year	12.68%	14.08%
5 Year	12.95%	14.57%

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	13.32%	6.51%
3 Year	13.49%	17.02%
5 Year	13.18%	19.26%

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	11.55%	17.85%
Sharp	0.53%	0.58%
Beta	1.00%	1.00%
Alpha	-0.34%	-0.78%

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

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	3.33	6.02
Large Cap	95.33	81.38
Mid Cap	1.34	12.6

Scheme Name	UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.02	0.06
Energy	10.88	5.63
Technology	10.3	2.45
Industrials	7.24	10.62
Basic Materials	6.16	12.86
Healthcare	4.32	6.26
Consumer Defensive	6.48	12.21
Financial Services	36.8	20.2
Consumer Cyclical	10.69	11.44
Communication Services	4.79	2.24
Utilities	2.32	12.63
Real Estate	-	3.41