UTI Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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tortoise-icon Nippon India Nifty Midcap 150 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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Midcap 150 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) ₹1590 Cr ₹4692 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Feb 2021 28 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI Nifty Next 50 TRI
Turn Over 36% 49%
Expense Ratio 0.8 0.8
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB15Z3 INF789FC11T3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 4.61% 1.88%
6 Month 1.5% -4.53%
1 Year 24.32% 31.89%
3 Year 22.45% 18.28%
5 Year - 19.48%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.14% 11.75%
3 Year 29.38% 25.76%
5 Year - 23.03%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 24.17% 9.37%
3 Year 25.93% 17.21%
5 Year - 16.87%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.71% 16.75%
Sharp 1.26% 0.93%
Beta 1.03% 1.15%
Alpha -1.23% 3.56%

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Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others 1.14 1.96
Mid Cap 76.69 9.8
Large Cap 1.78 88.22
Small Cap 4.98 -

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others -0.05 -
Energy 5.84 11.27
Materials 4.01 4.13
Services 5.83 14.13
Financial 13.16 19.29
Technology 4.69 -
Healthcare 7.86 2.47
Capital Goods 12.08 18.49
Automobile 7.41 5.58
Chemicals 5.67 2.24
Construction 4.23 2.6
Metals & Mining 5.94 4.85
Communication 2.98 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.91
Diversified 0.32 1.59
Insurance 0.26 3.43
Textiles 0.98 -

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