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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) ₹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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