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 | 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 | 6.28% | 10.38% |
6 Month | -9.92% | -19.13% |
1 Year | 6.26% | 3.53% |
3 Year | 11.86% | 15.34% |
5 Year | 23.08% | - |
SIP Return Analysis
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -1.2% | -6.94% |
1 Year | -3.14% | -17.84% |
3 Year | 12.05% | 16.64% |
5 Year | 14.33% | - |
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 | 13.113% | 19.623% |
Sharp | 0.35% | 0.365% |
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 |
Funds Managed | 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 | 0.7 | -0.01 |
Large Cap | 98.02 | 88.52 |
Mid Cap | 1.28 | 11.49 |
Sector Allocation
Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.17 | -0.01 |
Energy | 10.95 | 2.13 |
Technology | 13.17 | 2.41 |
Industrials | 5.45 | 14.79 |
Basic Materials | 6.03 | 9.75 |
Consumer Defensive | 7.65 | 10.67 |
Financial Services | 36.6 | 23.97 |
Healthcare | 3.83 | 5.55 |
Consumer Cyclical | 9.62 | 12.23 |
Communication Services | 4.25 | 2.67 |
Utilities | 2.64 | 12.26 |
Real Estate | - | 3.59 |
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