- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Nifty Smallcap 250 Index Fund vs UTI Nifty Next 50 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹1903 Cr | ₹4581 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Oct 2020 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | Nifty Next 50 TRI |
| Turn Over | 72% | 49% |
| Expense Ratio | 0.94 | 0.8 |
| Manager | Himanshu Mange | Deepesh Agarwal |
| ISIN Code | INF204KB12W7 | INF789FC11T3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.44% | 4.22% |
| 6 Month | -8.95% | -7.8% |
| 1 Year | 2.31% | 4.52% |
| 3 Year | 16.82% | 15.02% |
| 5 Year | - | 22.85% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.88% | -0.98% |
| 1 Year | -16.37% | -12.27% |
| 3 Year | 17.3% | 17.86% |
| 5 Year | - | 17.53% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 30.19% | 10.44% |
| 3 Year | 25.72% | 17.14% |
| 5 Year | - | 17.42% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.312% | 19.657% |
| Sharp | 0.571% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 |
| Funds Managed | 10 | 9 |
| Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.39 | -0.16 |
| Small Cap | 91.6 | - |
| Mid Cap | 8.09 | 11.75 |
| Large Cap | - | 88.41 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.63 | -0.16 |
| Utilities | 1.97 | 12.12 |
| Consumer Defensive | 3.99 | 10.46 |
| Consumer Cyclical | 9.67 | 12.93 |
| Technology | 8 | 2.11 |
| Communication Services | 2.93 | 2.68 |
| Industrials | 22.75 | 14.31 |
| Basic Materials | 13.96 | 10.19 |
| Financial Services | 19.5 | 23.92 |
| Healthcare | 13.05 | 5.83 |
| Energy | 1.29 | 2.08 |
| Real Estate | 2.33 | 3.53 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns18.49%
Nippon India Value Fund- Growth Plan
3Y Returns20.8%
ITI Small Cap Fund Regular - Growth
3Y Returns24%
Franklin India Smaller Companies Fund-Growth
3Y Returns21.27%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns21.19%
UTI Mid Cap Fund-Growth Option
3Y Returns15.02%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
3Y Returns6.18%
