UTI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5497 Cr | ₹135 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Jun 2018 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 49% | 54% |
Expense Ratio | 0.8 | 0.8 |
Manager | Deepesh Agarwal | Praveen Ayathan |
ISIN Code | INF789FC11T3 | INF917K01D95 |
Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -2.37% | -2.37% |
6 Month | 11.89% | 11.7% |
1 Year | -7% | -7.36% |
3 Year | 16.19% | 15.92% |
5 Year | 19.44% | 19.2% |
SIP Return Analysis
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 2.34% | 2.32% |
1 Year | -1.16% | -1.48% |
3 Year | 15.82% | 15.48% |
5 Year | 15.8% | 15.5% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 8.17% | 16.58% |
3 Year | 17.14% | 18.74% |
5 Year | 18.97% | 21.58% |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.14% | 18.15% |
Sharp | 0.64% | 0.62% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -1.06% |
Fund Managers
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Deepesh Agarwal | Praveen Ayathan |
Total AUM | ₹35015 Cr | ₹3762 Cr |
Funds Managed | 9 | 5 |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 2.48 | 2.39 |
Large Cap | 87.86 | 87.94 |
Mid Cap | 9.67 | 9.67 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.15 | 0.06 |
Industrials | 14.56 | 14.58 |
Consumer Cyclical | 10.99 | 11 |
Healthcare | 6.34 | 6.34 |
Consumer Defensive | 13.89 | 13.9 |
Financial Services | 20.27 | 20.29 |
Energy | 5.09 | 5.1 |
Basic Materials | 10 | 10.01 |
Utilities | 10.68 | 10.69 |
Technology | 2.04 | 2.04 |
Real Estate | 3.65 | 3.66 |
Communication Services | 2.33 | 2.33 |
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