HSBC NIFTY 50 INDEX FUND vs UTI Nifty Next 50 Index Fund compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹4581 Cr | ₹293 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 | -4.57% | -0.86% |
6 Month | -18.49% | -7.82% |
1 Year | 3.51% | 4.09% |
3 Year | 14.55% | 10.55% |
5 Year | 15.99% | - |
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 | -18.33% | -5.17% |
3 Year | 15.09% | 10.68% |
5 Year | 16.81% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 10.44% | 19.31% |
3 Year | 17.14% | 15.84% |
5 Year | 17.42% | - |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.747% | 12.699% |
Sharp | 0.526% | 0.429% |
Beta | - | - |
Alpha | - | - |
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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 | 88.98 | 98.72 |
Mid Cap | 11.04 | 1.3 |
Others | - | -0.02 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Electrical Equipment | 5.06 | - |
Pharmaceuticals & Biotechnology | 5.46 | 3.51 |
Personal Products | 2.9 | - |
Finance | 14.48 | 3.37 |
Banks | 5.62 | 30.03 |
Aerospace & Defense | 3.25 | 0.99 |
Cement & Cement Products | 2.89 | 2.08 |
Insurance | 3.61 | 1.21 |
Power | 9.38 | 2.81 |
Gas | 2.97 | - |
Consumer Durables | 1.74 | 2.24 |
Retailing | 12.84 | 1.49 |
Beverages | 5.47 | - |
Diversified Metals | 3.09 | - |
IT - Software | 2.12 | 14.06 |
Petroleum Products | 2.09 | 8.3 |
Realty | 3.76 | - |
Chemicals & Petrochemicals | 1.83 | - |
Auto Components | 3.1 | - |
Leisure Services | 0.97 | - |
Automobiles | 2.28 | 7.37 |
Transport Services | 3.66 | - |
Ferrous Metals | 1.45 | 1.89 |
Others | - | -0.02 |
Construction | - | 4 |
Diversified FMCG | - | 6.19 |
Non - Ferrous Metals | - | 0.82 |
Agricultural Food & other Products | - | 0.56 |
Oil | - | 0.87 |
Food Products | - | 1.26 |
Telecom - Services | - | 4.01 |
Metals & Minerals Trading | - | 0.59 |
Healthcare Services | - | 0.7 |
Consumable Fuels | - | 0.82 |
Transport Infrastructure | - | 0.85 |
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