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) ₹1528 Cr ₹18345 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Oct 2020 06 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 0.96 0.38
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB12W7 INF789F01JN2
Exits Load Nil/365 Nil/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 3.04% 1.07%
6 Month 21.66% 14.81%
1 Year 55.18% 30.71%
3 Year 27.11% 15.4%
5 Year - 18.71%

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 21.16% 11.34%
3 Year 55.48% 27.69%
5 Year 74.31% 57.22%

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 27.86% 19.22%
3 Year 73.79% 45.66%
5 Year 81.44% 63.19%

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

Mid Cap 3.33 0.67
Small Cap 46.88 -
Others 0.11 1.03
Large Cap 0.33 98.26

Sector Allocation

Scheme Name

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

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Capital Goods 7.21 -
Consumer Discretionary 2.64 1.36
Healthcare 4.69 4.19
Metals & Mining 3.77 3.23
Financial 7.62 32.84
Technology 2.84 12.03
Construction 2.81 4.36
Diversified 1.15 -
Others -0.22 0.19
Chemicals 4.03 -
Consumer Staples 3.25 8.01
Energy 2.24 14.5
Communication 1.22 3.59
Services 2.41 1.96
Materials 2.76 4.45
Textiles 1.24 -
Automobile 0.99 8.04
Insurance - 1.21

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