Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Nifty Next 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

Link copied to clipboard!

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2285 Cr ₹5728 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Oct 2017 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Equal Weight Total Return Index Nifty Next 50 TRI
Turn Over 25% 49%
Expense Ratio 0.91 0.8
Manager Anil Ghelani Deepesh Agarwal
ISIN Code INF740KA1CO4 INF789FC11T3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 4.85% 3.31%
6 Month 9.77% 8.89%
1 Year 7.62% 0.04%
3 Year 17.58% 18.31%
5 Year 23.23% 20.68%

SIP Return Analysis

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 4.53% 2.63%
1 Year 18.5% 11.87%
3 Year 16.46% 17.43%
5 Year 16.85% 16.47%

Rolling Lumpsum Returns

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 8.23% 7.7%
3 Year 18.32% 16.95%
5 Year 17.88% 19.26%

Risk Management

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.97% 17.79%
Sharp 0.78% 0.60%
Beta - 1.00%
Alpha - -0.79%

Fund Managers

Scheme Name DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Anil Ghelani Deepesh Agarwal
Total AUM ₹0 Cr ₹35015 Cr
Funds Managed 5 9
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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

Others 4.07 6.1
Large Cap 91.98 81.42
Mid Cap 3.95 12.48

Sector Allocation

Scheme Name

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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

Others 0.04 0.01
Energy 8.01 5.37
Technology 9.87 2.11
Industrials 8.07 11.23
Basic Materials 12.08 12.9
Healthcare 9.88 5.93
Consumer Defensive 8.03 12.47
Financial Services 22.01 20
Consumer Cyclical 16.03 11.5
Communication Services 1.96 2.24
Utilities 4.02 12.8
Real Estate - 3.42

Top Comparisons

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

3Y Returns20.47%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns20.02%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.44%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns7.45%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Asset Allocation Fund-Growth Quant Multi Asset Allocation Fund-Growth

3Y Returns20.75%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns%

Compare Now
Add to Cart Successfully