UTI Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Smallcap 250 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) ₹1883 Cr ₹19626 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Oct 2020 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 TRI
Turn Over 72% 5%
Expense Ratio 0.94 0.25
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB12W7 INF789F01JN2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month 1.62% -1.86%
6 Month 3.09% -0.19%
1 Year 26.77% 11.62%
3 Year 22.22% 12.65%
5 Year - 15.25%

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.87% 4.06%
3 Year 31.45% 14.84%
5 Year - 16.68%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 31.67% 13.56%
3 Year 26.48% 13.19%
5 Year - 12.86%

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 12.47%
Sharp 1% 0.69%
Beta 1.01% 0.99%
Alpha -1.39% -1.72%

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Fund Managers

Scheme Name Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.11 0.04
Small Cap 46.88 -
Mid Cap 3.33 -
Large Cap 0.33 99.97

Sector Allocation

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.22 0.04
Consumer Staples 3.25 -
Materials 2.76 -
Energy 2.24 -
Chemicals 4.03 -
Financial 7.62 -
Consumer Discretionary 2.64 -
Healthcare 4.69 -
Textiles 1.24 -
Capital Goods 7.21 -
Communication 1.22 -
Services 2.41 -
Technology 2.84 -
Metals & Mining 3.77 -
Automobile 0.99 -
Diversified 1.15 -
Construction 2.81 3.92
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
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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