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HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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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 HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund HDFC Nifty 50 Index Fund - 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) ₹18383 Cr ₹4581 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Jul 2002 28 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 8.28% 49%
Expense Ratio 0.36 0.8
Manager Arun Agarwal Deepesh Agarwal
ISIN Code INF179K01KZ8 INF789FC11T3
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 5.42% 10.51%
6 Month -9.37% -18.31%
1 Year 4.71% 1.28%
3 Year 10.51% 14.62%
5 Year 23.88% 24.87%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month -1.23% -6.78%
1 Year -3.24% -17.45%
3 Year 11.98% 16.99%
5 Year 14.22% 17.35%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 14.46% 10.44%
3 Year 12.72% 17.14%
5 Year 12.47% 17.42%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 13.108% 19.657%
Sharp 0.344% 0.378%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others 0.91 -0.16
Large Cap 97.82 88.41
Mid Cap 1.27 11.75

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others 0.05 -0.16
Energy 10.97 2.08
Technology 13.97 2.11
Industrials 5.74 14.31
Basic Materials 5.84 10.19
Consumer Defensive 8 10.46
Financial Services 34.33 23.92
Healthcare 3.91 5.83
Consumer Cyclical 10.32 12.93
Communication Services 4.13 2.68
Utilities 2.75 12.12
Real Estate - 3.53

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