HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Overview

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16593 Cr	₹4360 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jul 2002	05 Jun 2018
Category	Index Fund	Index Fund
Fund Type	Open Ended
Benchmark	NIFTY 50 TRI	Nifty Next 50 TRI
Turn Over	8.28%	49%
Expense Ratio	0.36	0.79
Manager	Arun Agarwal	Deepesh Agarwal
ISIN Code	INF179K01KZ8	INF789FC11T3
Exits Load	Exit load of 0.25% if redeemed within 3 days/365	Nil/365

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	1.06%	2.36%
6 Month	14.81%	28.54%
1 Year	30.71%	69.03%
3 Year	15.29%	22.88%
5 Year	18.52%	23.55%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.36%	32.87%
3 Year	27.59%	56.87%
5 Year	56.72%	91.94%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	19.05%	24.53%
3 Year	45.25%	62.34%
5 Year	62.66%	97.82%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.46%	16.75%
Sharp	0.68%	0.93%
Beta	0.99%	1.15%
Alpha	-1.8%	3.56%

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Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name	Arun Agarwal	Deepesh Agarwal
Total AUM	₹110478 Cr	₹35015 Cr
Fund Manage	14	9
	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.39	1.96
Large Cap	99.61	88.22
Mid Cap	-	9.8

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.39	-
Petroleum Products	10.5	-
IT - Software	12.46	-
Construction	3.89	2.6
Ferrous Metals	2.18	-
Consumer Durables	2.56	-
Diversified FMCG	5.76	-
Non - Ferrous Metals	0.95	-
Banks	29.67	-
Pharmaceuticals & Biotechnology	3.55	-
Cement & Cement Products	2.18	-
Automobiles	8.02	-
Insurance	1.22	3.43
Agricultural Food & other Products	0.65	-
Oil	1	-
Food Products	1.46	-
Finance	3.43	-
Telecom - Services	3.63	-
Metals & Minerals Trading	0.78	-
Healthcare Services	0.58	-
Consumable Fuels	1.01	-
Power	3.11	-
Transport Infrastructure	1.02	-
Capital Goods	-	18.49
Healthcare	-	2.47
Consumer Staples	-	9.91
Financial	-	19.29
Materials	-	4.13
Energy	-	11.27
Services	-	14.13
Metals & Mining	-	4.85
Chemicals	-	2.24
Automobile	-	5.58
Diversified	-	1.59