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) | ₹2031 Cr | ₹5941 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 | 0.36% | -2.1% |
| 6 Month | 3.39% | 2.56% |
| 1 Year | 2.63% | -4.96% |
| 3 Year | 21.34% | 16.08% |
| 5 Year | - | 16.87% |
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 | 3.06% | 1.04% |
| 1 Year | 17.26% | 10.21% |
| 3 Year | 18.1% | 14.83% |
| 5 Year | - | 14.79% |
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 | 18.36% | 6.6% |
| 3 Year | 24.66% | 17.03% |
| 5 Year | - | 19.29% |
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 | 15.73% | 17.85% |
| Sharp | 0.96% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.91% | -0.78% |
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 | 2.59 | 6.22 |
| Mid Cap | 87.08 | 12.5 |
| Large Cap | 8.96 | 81.28 |
| Small Cap | 1.38 | - |
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 | -0.05 | 0.06 |
| Utilities | 3.08 | 13.06 |
| Industrials | 18.23 | 10.82 |
| Financial Services | 24.41 | 20.16 |
| Consumer Cyclical | 13.09 | 11.2 |
| Basic Materials | 9.34 | 12.69 |
| Technology | 10.68 | 2.26 |
| Consumer Defensive | 4.36 | 12.03 |
| Healthcare | 8.48 | 6.3 |
| Real Estate | 3.09 | 3.52 |
| Energy | 2.41 | 5.62 |
| Communication Services | 2.88 | 2.29 |
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