Axis Nifty 100 Index Fund vs UTI 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 Axis Nifty 100 Index Fund - Regular Plan - Growth Option

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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 Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Fund UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4360 Cr ₹1557 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Jun 2018 05 Oct 2019
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark Nifty Next 50 TRI NIFTY 100 TRI
Turn Over 49% 9.69%
Expense Ratio 0.79 0.92
Manager Deepesh Agarwal Ashish Naik
ISIN Code INF789FC11T3 INF846K01S52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
1 Month 2.36% 1.18%
6 Month 28.54% 16.63%
1 Year 69.03% 35.83%
3 Year 22.88% 15.68%
5 Year 23.55% -

SIP Return Analysis

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 32.87% 14.42%
3 Year 56.87% 30.44%
5 Year 91.94% 55.63%

Rolling Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
1 Year 24.53% 20.29%
3 Year 62.34% 44.77%
5 Year 97.82% 60.75%

Risk Management

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.75% 12.8%
Sharp 0.93% 0.7%
Beta 1.15% 1.02%
Alpha 3.56% -1.74%

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Fund Managers

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Name Deepesh Agarwal Ashish Naik
Total AUM ₹35015 Cr ₹82854 Cr
Fund Manage 9 12
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Axis Nifty 100 Index Fund - Regular Plan - Growth Option

Large Cap 88.22 96.36
Mid Cap 9.8 2.12
Others 1.96 1.56

Sector Allocation

Scheme Name

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

Axis Nifty 100 Index Fund - Regular Plan - Growth Option

Capital Goods 18.49 3.38
Services 14.13 4.82
Energy 11.27 14.13
Financial 19.29 30.28
Metals & Mining 4.85 3.4
Construction 2.6 3.9
Automobile 5.58 7.55
Consumer Staples 9.91 8.39
Chemicals 2.24 0.36
Insurance 3.43 1.68
Materials 4.13 4.22
Diversified 1.59 0.26
Healthcare 2.47 3.75
Technology - 9.62
Communication - 2.87
Consumer Discretionary - 1.08
Others - 0.35

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