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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 Risk Very High Risk
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 -0.87% -4.57%
6 Month -7.73% -18.49%
1 Year 4.24% 3.51%
3 Year 10.73% 14.55%
5 Year 14.43% 15.99%

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 -5% -18.33%
3 Year 10.84% 15.09%
5 Year 14.36% 16.81%

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 12.717% 18.747%
Sharp 0.441% 0.526%
Beta - -
Alpha - -

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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 -
Large Cap 99.97 88.98
Mid Cap - 11.04

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 2.09
IT - Software 12.93 2.12
Construction 3.92 -
Ferrous Metals 1.98 1.45
Consumer Durables 2.46 1.74
Diversified FMCG 6.25 -
Non - Ferrous Metals 0.92 -
Banks 29.4 5.62
Pharmaceuticals & Biotechnology 3.33 5.46
Cement & Cement Products 2.08 2.89
Automobiles 7.42 2.28
Insurance 1.38 3.61
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 3.25
Finance 3.46 14.48
Telecom - Services 3.98 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 9.38
Transport Infrastructure 0.93 -
Retailing 1.46 12.84
Electrical Equipment - 5.06
Personal Products - 2.9
Gas - 2.97
Beverages - 5.47
Diversified Metals - 3.09
Realty - 3.76
Chemicals & Petrochemicals - 1.83
Auto Components - 3.1
Leisure Services - 0.97
Transport Services - 3.66

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