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) ₹18345 Cr ₹127 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 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 0.38 0.8
Manager Deepesh Agarwal Praveen Ayathan
ISIN Code INF789F01JN2 INF917K01D95
Exits Load Nil/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 1.07% 2.33%
6 Month 14.81% 28.35%
1 Year 30.71% 68.68%
3 Year 15.4% 22.61%
5 Year 18.71% -

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 11.34% 32.66%
3 Year 27.69% 56.32%
5 Year 57.22% 79.39%

Rolling Lumpsum Returns

Scheme Name UTI Nifty 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 19.22% 26.17%
3 Year 45.66% 63.16%
5 Year 63.19% 83.28%

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 1.03 2.07
Large Cap 98.26 88.15
Mid Cap 0.67 9.78

Sector Allocation

Scheme Name

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.19 0.11
Energy 14.5 11.26
Technology 12.03 -
Construction 4.36 2.6
Metals & Mining 3.23 4.85
Materials 4.45 4.12
Consumer Staples 8.01 9.91
Financial 32.84 19.27
Healthcare 4.19 2.47
Automobile 8.04 5.57
Insurance 1.21 3.42
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 14.11
Capital Goods - 18.48
Chemicals - 2.24
Diversified - 1.59

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