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UTI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

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

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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