UTI Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹20351 Cr | ₹4581 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Mar 2000 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
Turn Over | 5% | 49% |
Expense Ratio | 0.25 | 0.8 |
Manager | Deepesh Agarwal | Deepesh Agarwal |
ISIN Code | INF789F01JN2 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.28% | 10.45% |
6 Month | -9.92% | -18.92% |
1 Year | 6.26% | 3.93% |
3 Year | 11.86% | 15.67% |
5 Year | 23.08% | 25.15% |
SIP Return Analysis
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.2% | -6.78% |
1 Year | -3.14% | -17.45% |
3 Year | 12.05% | 16.99% |
5 Year | 14.33% | 17.35% |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.52% | 10.44% |
3 Year | 13.1% | 17.14% |
5 Year | 12.93% | 17.42% |
Risk Management
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.113% | 19.657% |
Sharp | 0.35% | 0.378% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepesh Agarwal | Deepesh Agarwal |
Total AUM | ₹35015 Cr | ₹35015 Cr |
Funds Managed | 9 | 9 |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.7 | -0.16 |
Large Cap | 98.02 | 88.41 |
Mid Cap | 1.28 | 11.75 |
Sector Allocation
Scheme Name |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.17 | -0.16 |
Energy | 10.95 | 2.08 |
Technology | 13.17 | 2.11 |
Industrials | 5.45 | 14.31 |
Basic Materials | 6.03 | 10.19 |
Consumer Defensive | 7.65 | 10.46 |
Financial Services | 36.6 | 23.92 |
Healthcare | 3.83 | 5.83 |
Consumer Cyclical | 9.62 | 12.93 |
Communication Services | 4.25 | 2.68 |
Utilities | 2.64 | 12.12 |
Real Estate | - | 3.53 |
Top Comparisons
Nippon India Value Fund- Growth Plan
3Y Returns19.85%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.04%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.87%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns9.55%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns12.95%
HSBC Multi Asset Active FOF - Growth
3Y Returns11.23%
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.89%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%