UTI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4581 Cr | ₹130 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Jun 2018 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 49% | 54% |
Expense Ratio | 0.8 | 0.8 |
Manager | Deepesh Agarwal | Praveen Ayathan |
ISIN Code | INF789FC11T3 | INF917K01D95 |
Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -2.5% | -2.52% |
6 Month | -20.28% | -20.45% |
1 Year | -1.77% | -2.12% |
3 Year | 13.84% | 13.55% |
5 Year | 18.79% | - |
SIP Return Analysis
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -13.04% | -13.15% |
1 Year | -27.45% | -27.74% |
3 Year | 12.15% | 11.85% |
5 Year | 14.59% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 10.44% | 23.04% |
3 Year | 17.14% | 18.82% |
5 Year | 17.42% | - |
Risk Management
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.657% | 19.623% |
Sharp | 0.378% | 0.365% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Deepesh Agarwal | Praveen Ayathan |
Total AUM | ₹35015 Cr | ₹3762 Cr |
Fund Manage | 9 | 5 |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.16112 | -0.01304 |
Large Cap | 88.40756 | 88.52498 |
Mid Cap | 11.75354 | 11.48805 |
Sector Allocation
Scheme Name |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.16112 | -0.01304 |
Industrials | 14.30879 | 14.79262 |
Healthcare | 5.83447 | 5.55302 |
Consumer Defensive | 10.45599 | 10.66649 |
Financial Services | 23.9206 | 23.97085 |
Basic Materials | 10.18935 | 9.7469 |
Utilities | 12.1162 | 12.26061 |
Technology | 2.11264 | 2.4149 |
Energy | 2.08126 | 2.12535 |
Real Estate | 3.53485 | 3.58854 |
Consumer Cyclical | 12.92944 | 12.22665 |
Communication Services | 2.67751 | 2.6671 |
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