Nippon India Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2003 Cr ₹4692 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Oct 2010 28 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 6% 49%
Expense Ratio 0.42 0.8
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204K01IE3 INF789FC11T3
Exits Load Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -2.33% -7.63%
6 Month -5.93% -11.13%
1 Year 7.12% 15.79%
3 Year 9.82% 14.49%
5 Year 13.76% 17.16%

SIP Return Analysis

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -0.52% -4.16%
3 Year 12.12% 20.58%
5 Year 14.72% 20.01%

Rolling Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 11.68% 9.37%
3 Year 12.57% 17.21%
5 Year 11.97% 16.87%

Risk Management

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 16.75%
Sharp 0.65% 0.93%
Beta 0.99% 1.15%
Alpha -2.22% 3.56%

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Fund Managers

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Himanshu Mange Deepesh Agarwal
Total AUM ₹0 Cr ₹35015 Cr
Fund Manage 10 9
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Others 0.08 -
Large Cap 99.92 91.52
Mid Cap - 8.52

Sector Allocation

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Others 0.08 -
Petroleum Products 8.86 2.76
IT - Software 12.91 3.03
Construction 3.92 -
Ferrous Metals 1.98 1.83
Consumer Durables 2.46 2.31
Diversified FMCG 6.25 -
Non - Ferrous Metals 0.92 -
Banks 29.39 6.2
Pharmaceuticals & Biotechnology 3.32 7.07
Cement & Cement Products 2.08 3.56
Automobiles 7.42 3.04
Insurance 1.38 4.06
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 4.51
Finance 3.46 12.31
Telecom - Services 3.97 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 6.03
Transport Infrastructure 0.93 -
Retailing 1.46 6.26
Electrical Equipment - 7.32
Personal Products - 4.14
Gas - 3.14
Beverages - 3.32
Diversified Metals - 4.08
Realty - 3.23
Chemicals & Petrochemicals - 2.49
Auto Components - 4.02
Leisure Services - 1.31
Transport Services - 4.02

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