UTI Nifty Next 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Smallcap 250 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) ₹1528 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Oct 2020 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Smallcap 250 TRI Nifty Next 50 TRI
Turn Over 72% 49%
Expense Ratio 0.96 0.79
Manager Himanshu Mange Deepesh Agarwal
ISIN Code INF204KB12W7 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -4.39% -7.17%
6 Month 15.06% 9.36%
1 Year 37.79% 52.62%
3 Year 20.41% 16.47%
5 Year - 19.61%

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.81% 24.19%
3 Year 31.24% 27.74%
5 Year - 24.04%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 31.67% 9.37%
3 Year 26.48% 17.21%
5 Year - 16.87%

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 16.75%
Sharp 1% 0.93%
Beta 1.01% 1.15%
Alpha -1.39% 3.56%

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Fund Managers

Scheme Name Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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

Others 0.11 1.96
Small Cap 46.88 -
Mid Cap 3.33 9.8
Large Cap 0.33 88.22

Sector Allocation

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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

Others -0.22 -
Consumer Staples 3.25 9.91
Materials 2.76 4.13
Energy 2.24 11.27
Chemicals 4.03 2.24
Financial 7.62 19.29
Consumer Discretionary 2.64 -
Healthcare 4.69 2.47
Textiles 1.24 -
Capital Goods 7.21 18.49
Communication 1.22 -
Services 2.41 14.13
Technology 2.84 -
Metals & Mining 3.77 4.85
Automobile 0.99 5.58
Diversified 1.15 1.59
Construction 2.81 2.6
Insurance - 3.43

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