UTI Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹924 Cr | ₹20351 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Feb 2021 | 28 Mar 2000 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
Turn Over | 39% | 5% |
Expense Ratio | 0.76 | 0.25 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204KB19Y8 | INF789F01JN2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.93% | -0.87% |
6 Month | -9.98% | -7.73% |
1 Year | 3.75% | 4.24% |
3 Year | 13.59% | 10.73% |
5 Year | - | 14.43% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.59% | -5% |
3 Year | 14.21% | 10.84% |
5 Year | - | 14.36% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.01% | 13.52% |
3 Year | 18.41% | 13.1% |
5 Year | - | 12.93% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.179% | 12.717% |
Sharp | 0.668% | 0.441% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Fund Manage | 10 | 9 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.13 | 0.04 |
Large Cap | 98.31 | 99.97 |
Mid Cap | 1.82 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.13 | 0.04 |
Technology | 31.59 | - |
Metals & Mining | 6.53 | - |
Materials | 5.41 | - |
Financial | 26.66 | - |
Healthcare | 1.93 | - |
Consumer Staples | 12.01 | - |
Automobile | 4.64 | - |
Energy | 11.36 | - |
Petroleum Products | - | 8.86 |
IT - Software | - | 12.93 |
Construction | - | 3.92 |
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 |
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 |
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