UTI Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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

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tortoise-icon UTI Nifty Next 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 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) ₹19626 Cr ₹4692 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 0.21% 1.88%
6 Month 0.86% -4.53%
1 Year 10.76% 31.89%
3 Year 12.44% 18.28%
5 Year 14.99% 19.48%

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 Year 4.73% 11.75%
3 Year 14.32% 25.76%
5 Year 16.58% 23.03%

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 13.56% 9.37%
3 Year 13.19% 17.21%
5 Year 12.86% 16.87%

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 12.47% 16.75%
Sharp 0.69% 0.93%
Beta 0.99% 1.15%
Alpha -1.72% 3.56%

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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
Fund Manage 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 0.04 1.96
Large Cap 99.97 88.22
Mid Cap - 9.8

Sector Allocation

Scheme Name

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.04 -
Petroleum Products 8.86 -
IT - Software 12.93 -
Construction 3.92 2.6
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 3.43
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 -
Capital Goods - 18.49
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.29
Materials - 4.13
Energy - 11.27
Services - 14.13
Metals & Mining - 4.85
Chemicals - 2.24
Automobile - 5.58
Diversified - 1.59

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