HSBC NIFTY 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare

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

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tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4692 Cr ₹288 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jun 2018 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark Nifty Next 50 TRI NIFTY 50 TRI
Turn Over 49% 8%
Expense Ratio 0.8 0.45
Manager Deepesh Agarwal Praveen Ayathan
ISIN Code INF789FC11T3 INF917K01D38
Exits Load Data not available./365 HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month -7.63% -2.35%
6 Month -11.13% -5.94%
1 Year 15.79% 7.19%
3 Year 14.49% 10.05%
5 Year 17.16% -

SIP Return Analysis

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month - -
1 Year -4.16% -0.51%
3 Year 20.58% 12.26%
5 Year 20.01% -

Rolling Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 9.37% 20.18%
3 Year 17.21% 16.26%
5 Year 16.87% -

Risk Management

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 16.75% 12.45%
Sharp 0.93% 0.68%
Beta 1.15% 0.99%
Alpha 3.56% -1.88%

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Fund Managers

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Name Deepesh Agarwal Praveen Ayathan
Total AUM ₹35015 Cr ₹3762 Cr
Fund Manage 9 5
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Large Cap 91.52 99.74
Mid Cap 8.52 -
Others - 0.26

Sector Allocation

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Electrical Equipment 7.32 -
Pharmaceuticals & Biotechnology 7.07 3.23
Personal Products 4.14 -
Finance 12.31 3.26
Banks 6.2 29.94
Aerospace & Defense 4.51 1.01
Cement & Cement Products 3.56 2.07
Insurance 4.06 1.24
Power 6.03 2.96
Gas 3.14 -
Consumer Durables 2.31 2.27
Retailing 6.26 1.39
Beverages 3.32 -
Diversified Metals 4.08 -
IT - Software 3.03 13.73
Petroleum Products 2.76 8.59
Realty 3.23 -
Chemicals & Petrochemicals 2.49 -
Auto Components 4.02 -
Leisure Services 1.31 -
Automobiles 3.04 7.41
Transport Services 4.02 -
Ferrous Metals 1.83 1.95
Others - 0.26
Construction - 4.04
Diversified FMCG - 6.13
Non - Ferrous Metals - 0.88
Agricultural Food & other Products - 0.57
Oil - 0.92
Food Products - 1.28
Telecom - Services - 4.02
Metals & Minerals Trading - 0.53
Healthcare Services - 0.64
Consumable Fuels - 0.87
Transport Infrastructure - 0.81

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