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) ₹4360 Cr ₹272 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jun 2018 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark Nifty Next 50 TRI NIFTY 50 TRI
Turn Over 49% 8%
Expense Ratio 0.79 0.45
Manager Deepesh Agarwal Praveen Ayathan
ISIN Code INF789FC11T3 INF917K01D38
Exits Load Nil/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 2.36% 1.05%
6 Month 28.54% 14.75%
1 Year 69.03% 30.63%
3 Year 22.88% 15.2%
5 Year 23.55% -

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 32.87% 11.33%
3 Year 56.87% 27.43%
5 Year 91.94% 47.07%

Rolling Lumpsum Returns

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 24.53% 19.4%
3 Year 62.34% 42.02%
5 Year 97.82% 50.97%

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 88.22 98.18
Mid Cap 9.8 0.67
Others 1.96 1.15

Sector Allocation

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Capital Goods 18.49 -
Healthcare 2.47 4.19
Consumer Staples 9.91 8.01
Financial 19.29 32.8
Materials 4.13 4.44
Insurance 3.43 1.21
Energy 11.27 14.49
Services 14.13 1.96
Metals & Mining 4.85 3.23
Construction 2.6 4.36
Chemicals 2.24 -
Automobile 5.58 8.03
Diversified 1.59 -
Others - 0.31
Technology - 12.02
Consumer Discretionary - 1.36
Communication - 3.59

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