UTI Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty 50 Value 20 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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty 50 Value 20 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) ₹712 Cr ₹4360 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Feb 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 Value 20 TRI Nifty Next 50 TRI
Turn Over 39% 49%
Expense Ratio 0.76 0.79
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB19Y8 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.19% 2.36%
6 Month 16.78% 28.54%
1 Year 44.24% 69.03%
3 Year 19.34% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.03% 32.87%
3 Year 34.71% 56.87%
5 Year 39.56% 91.94%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 17.82% 8.9%
3 Year 18.99% 17.25%
5 Year - 16.83%

Risk Management

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.88% 16.75%
Sharp 0.92% 0.93%
Beta 0.89% 1.15%
Alpha 2.56% 3.56%

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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Himanshu Mange Deepesh Agarwal
Total AUM ₹0 Cr ₹35015 Cr
Fund Manage 10 9
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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

Others -0.13 1.96
Large Cap 98.31 88.22
Mid Cap 1.82 9.8

Sector Allocation

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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

Others -0.13 -
Technology 31.59 -
Metals & Mining 6.53 4.85
Materials 5.41 4.13
Financial 26.66 19.29
Healthcare 1.93 2.47
Consumer Staples 12.01 9.91
Automobile 4.64 5.58
Energy 11.36 11.27
Capital Goods - 18.49
Insurance - 3.43
Services - 14.13
Construction - 2.6
Chemicals - 2.24
Diversified - 1.59

Top Comparisons

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns25.91%

VS

Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns23.48%

Compare Now

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

3Y Returns6.34%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns5.72%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns21.01%

VS

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns20.17%

VS

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully