Franklin India Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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tortoise-icon UTI Nifty Next 50 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 Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan IDCW Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹700 Cr ₹4692 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Aug 2000 28 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 18.1% 49%
Expense Ratio 0.63 0.8
Manager Sandeep Manam Deepesh Agarwal
ISIN Code INF090I01890 INF789FC11T3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -2.35% -7.63%
6 Month -5.87% -11.13%
1 Year 7.18% 15.79%
3 Year 9.87% 14.49%
5 Year 13.92% 17.16%

SIP Return Analysis

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -0.47% -4.16%
3 Year 12.08% 20.58%
5 Year 14.79% 20.01%

Rolling Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 13.01% 9.37%
3 Year 12.71% 17.21%
5 Year 12.46% 16.87%

Risk Management

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.35% 16.75%
Sharp 0.66% 0.93%
Beta 0.98% 1.15%
Alpha -2.06% 3.56%

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Fund Managers

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Sandeep Manam Deepesh Agarwal
Total AUM ₹74256 Cr ₹35015 Cr
Fund Manage 20 9
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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

Others 0.54 -
Large Cap 99.46 91.52
Mid Cap - 8.52

Sector Allocation

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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

Others 0.54 -
Petroleum Products 8.82 2.76
IT - Software 12.85 3.03
Construction 3.9 -
Ferrous Metals 1.98 1.83
Consumer Durables 2.46 2.31
Diversified FMCG 6.22 -
Non - Ferrous Metals 0.91 -
Banks 29.26 6.2
Pharmaceuticals & Biotechnology 3.32 7.07
Cement & Cement Products 2.08 3.56
Automobiles 7.38 3.04
Insurance 1.36 4.06
Agricultural Food & other Products 0.6 -
Oil 0.94 -
Food Products 1.36 -
Aerospace & Defense 0.93 4.51
Finance 3.43 12.31
Telecom - Services 3.96 -
Metals & Minerals Trading 0.63 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.1 6.03
Transport Infrastructure 0.93 -
Retailing 1.45 6.26
Electrical Equipment - 7.32
Personal Products - 4.14
Gas - 3.14
Beverages - 3.32
Diversified Metals - 4.08
Realty - 3.23
Chemicals & Petrochemicals - 2.49
Auto Components - 4.02
Leisure Services - 1.31
Transport Services - 4.02

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