UTI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4360 Cr ₹127 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jun 2018 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark Nifty Next 50 TRI NIFTY Next 50 TRI
Turn Over 49% 54%
Expense Ratio 0.79 0.8
Manager Deepesh Agarwal Praveen Ayathan
ISIN Code INF789FC11T3 INF917K01D95
Exits Load Nil/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 2.36% 2.33%
6 Month 28.54% 28.35%
1 Year 69.03% 68.68%
3 Year 22.88% 22.61%
5 Year 23.55% -

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 - -
1 Year 32.87% 32.66%
3 Year 56.87% 56.32%
5 Year 91.94% 79.39%

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 24.53% 26.17%
3 Year 62.34% 63.16%
5 Year 97.82% 83.28%

Risk Management

Scheme Name UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 16.75% 16.7%
Sharp 0.93% 0.92%
Beta 1.15% 1.15%
Alpha 3.56% 3.38%

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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

Large Cap 88.22 88.15
Mid Cap 9.8 9.78
Others 1.96 2.07

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Capital Goods 18.49 18.48
Healthcare 2.47 2.47
Consumer Staples 9.91 9.91
Financial 19.29 19.27
Materials 4.13 4.12
Insurance 3.43 3.42
Energy 11.27 11.26
Services 14.13 14.11
Metals & Mining 4.85 4.85
Construction 2.6 2.6
Chemicals 2.24 2.24
Automobile 5.58 5.57
Diversified 1.59 1.59
Others - 0.11

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