UTI Nifty 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1590 Cr ₹19626 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Feb 2021 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 TRI
Turn Over 36% 5%
Expense Ratio 0.8 0.25
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB15Z3 INF789F01JN2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month -5.29% -2.32%
6 Month -4.45% -5.82%
1 Year 12.36% 7.36%
3 Year 19.57% 10.24%
5 Year - 14.48%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.19% -0.29%
3 Year 24.86% 12.44%
5 Year - 15.29%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 24.17% 13.56%
3 Year 25.93% 13.19%
5 Year - 12.86%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.71% 12.47%
Sharp 1.26% 0.69%
Beta 1.03% 0.99%
Alpha -1.23% -1.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 1.14 0.04
Mid Cap 76.69 -
Large Cap 1.78 99.97
Small Cap 4.98 -

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.05 0.04
Energy 5.84 -
Materials 4.01 -
Services 5.83 -
Financial 13.16 -
Technology 4.69 -
Healthcare 7.86 -
Capital Goods 12.08 -
Automobile 7.41 -
Chemicals 5.67 -
Construction 4.23 3.92
Metals & Mining 5.94 -
Communication 2.98 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.26 1.38
Textiles 0.98 -
Petroleum Products - 8.86
IT - Software - 12.93
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
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

Top Comparisons

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.2%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns6.04%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns16.18%

VS

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns12.24%

Compare Now

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns13%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns11.1%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns15.78%

Compare Now
Request call back
Add to Cart Successfully