UTI Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹19626 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 -1.63% -3.59%
6 Month -1.36% -5.63%
1 Year 10.04% 27.21%
3 Year 11.9% 16.98%
5 Year 15.14% -

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 4.35% 8.16%
3 Year 14.82% 25.26%
5 Year 16.72% -

Rolling Lumpsum Returns

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 13.56% 22.34%
3 Year 13.19% 19.05%
5 Year 12.86% -

Risk Management

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.47% 16.7%
Sharp 0.69% 0.92%
Beta 0.99% 1.15%
Alpha -1.72% 3.38%

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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 2.07
Large Cap 99.97 88.15
Mid Cap - 9.78

Sector Allocation

Scheme Name

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.04 0.11
Petroleum Products 8.86 -
IT - Software 12.93 -
Construction 3.92 2.6
Ferrous Metals 1.98 -
Consumer Durables 2.46 -
Diversified FMCG 6.25 -
Non - Ferrous Metals 0.92 -
Banks 29.4 -
Pharmaceuticals & Biotechnology 3.33 -
Cement & Cement Products 2.08 -
Automobiles 7.42 -
Insurance 1.38 3.42
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 -
Finance 3.46 -
Telecom - Services 3.98 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 -
Transport Infrastructure 0.93 -
Retailing 1.46 -
Capital Goods - 18.48
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.27
Materials - 4.12
Energy - 11.26
Services - 14.11
Metals & Mining - 4.85
Chemicals - 2.24
Automobile - 5.57
Diversified - 1.59

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