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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 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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