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) ₹18345 Cr ₹4360 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Mar 2000 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 5% 49%
Expense Ratio 0.38 0.79
Manager Deepesh Agarwal Deepesh Agarwal
ISIN Code INF789F01JN2 INF789FC11T3
Exits Load Nil/365 Nil/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 1.07% 2.36%
6 Month 14.81% 28.54%
1 Year 30.71% 69.03%
3 Year 15.4% 22.88%
5 Year 18.71% 23.55%

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 11.34% 32.87%
3 Year 27.69% 56.87%
5 Year 57.22% 91.94%

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 19.22% 24.53%
3 Year 45.66% 62.34%
5 Year 63.19% 97.82%

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 1.03 1.96
Large Cap 98.26 88.22
Mid Cap 0.67 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 0.19 -
Energy 14.5 11.27
Technology 12.03 -
Construction 4.36 2.6
Metals & Mining 3.23 4.85
Materials 4.45 4.13
Consumer Staples 8.01 9.91
Financial 32.84 19.29
Healthcare 4.19 2.47
Automobile 8.04 5.58
Insurance 1.21 3.43
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 14.13
Capital Goods - 18.49
Chemicals - 2.24
Diversified - 1.59

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