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 | Very High |
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 | Index |
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% | 3.21% |
6 Month | -10.67% | -2.54% |
1 Year | 5.63% | 9.64% |
3 Year | 14.66% | 12.24% |
5 Year | 23.11% | 22.41% |
SIP Return Analysis
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -0.98% | 2.22% |
1 Year | -12.27% | 0.73% |
3 Year | 17.86% | 12.66% |
5 Year | 17.53% | 14.16% |
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 | 19.657% | 13.095% |
Sharp | 0.378% | 0.338% |
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 |
Funds Managed | 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 |
---|---|---|
Others | -0.16 | 0.91 |
Large Cap | 88.41 | 97.82 |
Mid Cap | 11.75 | 1.27 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.16 | 0.05 |
Industrials | 14.31 | 5.74 |
Healthcare | 5.83 | 3.91 |
Consumer Defensive | 10.46 | 8 |
Financial Services | 23.92 | 34.33 |
Basic Materials | 10.19 | 5.84 |
Utilities | 12.12 | 2.75 |
Technology | 2.11 | 13.97 |
Energy | 2.08 | 10.97 |
Real Estate | 3.53 | - |
Consumer Cyclical | 12.93 | 10.32 |
Communication Services | 2.68 | 4.13 |
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