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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) | ₹4581 Cr | ₹130 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 | 2.26% | 2.14% |
| 6 Month | -8.13% | -8.49% |
| 1 Year | -0.65% | -1.14% |
| 3 Year | 14.75% | 14.4% |
| 5 Year | 21.64% | 21.37% |
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 | 0.75% | 0.49% |
| 1 Year | -11.38% | -11.98% |
| 3 Year | 18.18% | 17.76% |
| 5 Year | 17.58% | 17.24% |
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 | 10.44% | 23.04% |
| 3 Year | 17.14% | 18.82% |
| 5 Year | 17.42% | - |
Risk Management
| Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.657% | 19.623% |
| Sharp | 0.378% | 0.365% |
| Beta | - | - |
| Alpha | - | - |
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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 | -0.16 | -0.01 |
| Large Cap | 88.41 | 88.52 |
| Mid Cap | 11.75 | 11.49 |
Sector Allocation
| Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.16 | -0.01 |
| Industrials | 14.31 | 14.79 |
| Healthcare | 5.83 | 5.55 |
| Consumer Defensive | 10.46 | 10.67 |
| Financial Services | 23.92 | 23.97 |
| Basic Materials | 10.19 | 9.75 |
| Utilities | 12.12 | 12.26 |
| Technology | 2.11 | 2.41 |
| Energy | 2.08 | 2.13 |
| Real Estate | 3.53 | 3.59 |
| Consumer Cyclical | 12.93 | 12.23 |
| Communication Services | 2.68 | 2.67 |
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