UTI Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1743 Cr | ₹5288 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | Nifty Next 50 TRI |
Turn Over | 36% | 49% |
Expense Ratio | 0.8 | 0.8 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204KB15Z3 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.06% | 3.39% |
6 Month | 3.95% | 1.37% |
1 Year | 5.09% | -3.53% |
3 Year | 29.4% | 23.48% |
5 Year | - | 21.69% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.91% | 10.09% |
1 Year | 13.93% | 3.77% |
3 Year | 24.48% | 20.45% |
5 Year | - | 18.68% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.61% | 9.04% |
3 Year | 24.62% | 16.9% |
5 Year | - | 17.76% |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.97% | 19.53% |
Sharp | 1.05% | 0.68% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.80% |
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Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.16 |
Mid Cap | 87.5 | 11.75 |
Large Cap | 6.16 | 88.41 |
Small Cap | 6.33 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | -0.16 |
Utilities | 2.01 | 12.12 |
Industrials | 19.51 | 14.31 |
Financial Services | 19.79 | 23.92 |
Basic Materials | 11.04 | 10.19 |
Technology | 10.24 | 2.11 |
Healthcare | 10.94 | 5.83 |
Consumer Cyclical | 12.96 | 12.93 |
Real Estate | 3.43 | 3.53 |
Energy | 2.6 | 2.08 |
Communication Services | 3.16 | 2.68 |
Consumer Defensive | 4.32 | 10.46 |
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