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 Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹704 Cr ₹4360 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Aug 2000 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 18.1% 49%
Expense Ratio 0.63 0.79
Manager Sandeep Manam Deepesh Agarwal
ISIN Code INF090I01890 INF789FC11T3
Exits Load 0.25% for redemption within 7 days/365 Nil/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 1.03% 2.36%
6 Month 14.59% 28.54%
1 Year 30.18% 69.03%
3 Year 14.92% 22.88%
5 Year 18.01% 23.55%

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 11.18% 32.87%
3 Year 26.92% 56.87%
5 Year 55.01% 91.94%

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 18.57% 24.53%
3 Year 44% 62.34%
5 Year 60.86% 97.82%

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 1.25 1.96
Large Cap 98.11 88.22
Mid Cap 0.66 9.8

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 0.41 -
Energy 14.52 11.27
Technology 12.04 -
Construction 4.36 2.6
Metals & Mining 3.19 4.85
Materials 4.43 4.13
Consumer Staples 7.99 9.91
Financial 32.8 19.29
Healthcare 4.16 2.47
Automobile 8.02 5.58
Insurance 1.21 3.43
Consumer Discretionary 1.34 -
Communication 3.59 -
Services 1.96 14.13
Capital Goods - 18.49
Chemicals - 2.24
Diversified - 1.59

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