UTI Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹20351 Cr | ₹130 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Mar 2000 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 5% | 54% |
Expense Ratio | 0.25 | 0.8 |
Manager | Deepesh Agarwal | Praveen Ayathan |
ISIN Code | INF789F01JN2 | INF917K01D95 |
Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - 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 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -0.87% | -4.59% |
6 Month | -7.73% | -18.66% |
1 Year | 4.24% | 3.15% |
3 Year | 10.73% | 14.26% |
5 Year | 14.43% | - |
SIP Return Analysis
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -5% | -18.68% |
3 Year | 10.84% | 14.78% |
5 Year | 14.36% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 13.52% | 23.04% |
3 Year | 13.1% | 18.82% |
5 Year | 12.93% | - |
Risk Management
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.717% | 18.712% |
Sharp | 0.441% | 0.512% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Deepesh Agarwal | Praveen Ayathan |
Total AUM | ₹35015 Cr | ₹3762 Cr |
Fund Manage | 9 | 5 |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.04 | -0.29 |
Large Cap | 99.97 | 89.44 |
Mid Cap | - | 10.85 |
Sector Allocation
Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.04 | -0.29 |
Petroleum Products | 8.86 | 2.11 |
IT - Software | 12.93 | 2.13 |
Construction | 3.92 | - |
Ferrous Metals | 1.98 | 1.46 |
Consumer Durables | 2.46 | 1.74 |
Diversified FMCG | 6.25 | - |
Non - Ferrous Metals | 0.92 | - |
Banks | 29.4 | 5.66 |
Pharmaceuticals & Biotechnology | 3.33 | 5.49 |
Cement & Cement Products | 2.08 | 2.9 |
Automobiles | 7.42 | 2.29 |
Insurance | 1.38 | 3.62 |
Agricultural Food & other Products | 0.6 | - |
Oil | 0.95 | - |
Food Products | 1.37 | - |
Aerospace & Defense | 0.94 | 3.27 |
Finance | 3.46 | 14.56 |
Telecom - Services | 3.98 | - |
Metals & Minerals Trading | 0.64 | - |
Healthcare Services | 0.65 | - |
Consumable Fuels | 0.94 | - |
Power | 3.12 | 9.42 |
Transport Infrastructure | 0.93 | - |
Retailing | 1.46 | 12.91 |
Electrical Equipment | - | 5.08 |
Personal Products | - | 2.91 |
Gas | - | 2.75 |
Beverages | - | 5.5 |
Diversified Metals | - | 3.1 |
Realty | - | 3.77 |
Chemicals & Petrochemicals | - | 1.84 |
Auto Components | - | 3.12 |
Leisure Services | - | 0.98 |
Transport Services | - | 3.68 |
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