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) | ₹5288 Cr | ₹133 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 | 2.56% | 2.61% |
6 Month | -0.54% | -0.72% |
1 Year | -4.26% | -4.62% |
3 Year | 22.85% | 22.48% |
5 Year | 21.38% | 21.12% |
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 | 10.09% | 10.01% |
1 Year | 3.77% | 3.35% |
3 Year | 20.45% | 20.08% |
5 Year | 18.68% | 18.37% |
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 | 9.04% | 18.64% |
3 Year | 16.9% | 18.49% |
5 Year | 17.76% | 22.58% |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.53% | 19.49% |
Sharp | 0.68% | 0.67% |
Beta | 1.00% | 1.00% |
Alpha | -0.80% | -1.10% |
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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 | 3.22 | 3.15 |
Large Cap | 87.08 | 87.14 |
Mid Cap | 9.7 | 9.71 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.85 | 0.78 |
Industrials | 14.62 | 14.63 |
Consumer Cyclical | 10.29 | 10.3 |
Healthcare | 6 | 6.01 |
Consumer Defensive | 13.69 | 13.7 |
Financial Services | 20.72 | 20.73 |
Energy | 4.91 | 4.91 |
Basic Materials | 10.02 | 10.02 |
Utilities | 10.63 | 10.64 |
Technology | 2 | 2 |
Real Estate | 3.89 | 3.9 |
Communication Services | 2.37 | 2.37 |
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