Nippon India Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular 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 Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Midcap 150 Index Fund - Regular 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) ₹1425 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 15 Feb 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty Next 50 TRI
Turn Over 36% 49%
Expense Ratio 0.8 0.79
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB15Z3 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.87% 2.36%
6 Month 22.81% 28.54%
1 Year 50.1% 69.03%
3 Year 27.45% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.11% 32.87%
3 Year 55.92% 56.87%
5 Year 63.05% 91.94%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 23.78% 24.53%
3 Year 67.57% 62.34%
5 Year 69.98% 97.82%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.71% 16.75%
Sharp 1.26% 0.93%
Beta 1.03% 1.15%
Alpha -1.23% 3.56%

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Fund Managers

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular 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 Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others 1.14 1.96
Mid Cap 76.69 9.8
Large Cap 1.78 88.22
Small Cap 4.98 -

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others -0.05 -
Energy 5.84 11.27
Materials 4.01 4.13
Services 5.83 14.13
Financial 13.16 19.29
Technology 4.69 -
Healthcare 7.86 2.47
Capital Goods 12.08 18.49
Automobile 7.41 5.58
Chemicals 5.67 2.24
Construction 4.23 2.6
Metals & Mining 5.94 4.85
Communication 2.98 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.91
Diversified 0.32 1.59
Insurance 0.26 3.43
Textiles 0.98 -

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