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 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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