HDFC Index Fund vs UTI Nifty Next 50 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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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