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) ₹1800 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2010 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 6% 49%
Expense Ratio 0.59 0.79
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204K01IE3 INF789FC11T3
Exits Load Exit load of 0.25% if redeemed within 7 days/365 Nil/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 1.05% 2.36%
6 Month 14.66% 28.54%
1 Year 30.4% 69.03%
3 Year 14.86% 22.88%
5 Year 17.91% 23.55%

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 11.22% 32.87%
3 Year 26.99% 56.87%
5 Year 54.73% 91.94%

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 18.46% 24.53%
3 Year 43.7% 62.34%
5 Year 60.58% 97.82%

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 1.16 1.96
Large Cap 98.17 88.22
Mid Cap 0.67 9.8

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 0.32 -
Energy 14.49 11.27
Technology 12.02 -
Construction 4.36 2.6
Metals & Mining 3.23 4.85
Materials 4.43 4.13
Consumer Staples 8.01 9.91
Financial 32.8 19.29
Healthcare 4.19 2.47
Automobile 8.03 5.58
Insurance 1.21 3.43
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 14.13
Capital Goods - 18.49
Chemicals - 2.24
Diversified - 1.59

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