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) | ₹1857 Cr | ₹5482 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 | 0.4% | 0.6% |
6 Month | 13.19% | 9.06% |
1 Year | -1.19% | -8.01% |
3 Year | 23.1% | 18.79% |
5 Year | - | 20.62% |
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 | 2.28% | 2.35% |
1 Year | 14.48% | 10.55% |
3 Year | 19.02% | 16.62% |
5 Year | - | 15.91% |
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% | 7.7% |
3 Year | 24.66% | 16.95% |
5 Year | - | 19.26% |
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 | 15.63% | 17.79% |
Sharp | 0.90% | 0.60% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.79% |
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 | 1.77 | 2.54 |
Mid Cap | 90.11 | 9.68 |
Small Cap | 3.04 | - |
Large Cap | 5.07 | 87.78 |
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 | 0.1 | 0.22 |
Utilities | 3.19 | 10.5 |
Industrials | 19.35 | 14.49 |
Financial Services | 21.83 | 19.58 |
Basic Materials | 11.21 | 10.09 |
Technology | 10.22 | 2.09 |
Consumer Cyclical | 10.42 | 11.89 |
Healthcare | 11.93 | 6.14 |
Real Estate | 2.98 | 3.56 |
Energy | 2.32 | 4.87 |
Communication Services | 2.9 | 2.32 |
Consumer Defensive | 3.54 | 14.23 |
Top Comparisons
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.2%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.19%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns26.28%
Tata Small Cap Fund Regular Growth
3Y Returns19.95%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.57%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns15.29%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns18.55%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns17.14%