Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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-icons

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 Nippon India Value Fund- Growth Plan

3Y Returns19.85%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns17.04%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns14.87%

VS

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns9.55%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns12.95%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns11.23%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.89%

VS

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully